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Job Description
Company Description
UBI Services Limited (UBISL) is a subsidiary of Union Bank of India, focusing on institutional broking, MF distribution, and trading/investment in various financial instruments. The company provides end-to-end financial solutions, including doorstep services for Housing/Vehicle Loans as a distribution arm of Union Bank of India. Based in Haldwani, UBISL offers comprehensive financial services to individuals, from property/car consultation to loan arrangements.
Role Description
This is a full-time on-site role for a Sales Associate at UBI Services Ltd in Haldwani. The Sales Associate will be responsible for generating leads, managing client relationships, promoting financial products like loans, and providing personalized financial solutions to customers. Daily tasks may include conducting sales presentations, preparing financial proposals, and assisting clients with the loan application process.
Qualifications
- Sales skills, Relationship Management, and Customer Service skills
- Knowledge of financial products like loans and investment instruments
- Strong communication and negotiation abilities
- Ability to work in a target-driven environment
- Experience in the banking or financial services industry is a plus
- Bachelors degree in Business, Finance, Economics, or related field
Skills
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