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I need an advisor who can guide my customers through today’s maze of lending and card options with confidence and clarity. Deep knowledge of personal, business and home loans, coupled with a solid grasp of credit-card products, eligibility rules, credit scoring, interest-rate structures and local banking regulations is essential. Your focus areas will be: • Customer consultation • Financial assessment • Product recommendation Sales skill is the single most critical trait I’m after—you must be able to convert interest into completed applications while safeguarding trust and compliance. Clear communication, sharp relationship management and a genuine commitment to customer satisfaction are expected companions to that core talent. Day-to-day you will: 1. Listen to each client’s needs, analyse their finances and credit profile. 2. Recommend the best-fit loan or card, explaining terms, rates and repayment impact in plain language. 3. Shepherd the application process to approval, keeping both the client and me updated. For every client, deliver a brief needs-analysis summary, your product rationale and a status log from submission through approval. If you have a track record in banking, financial services or credit-card sales—and you’re ready to start helping customers secure the right financing—tell me about your recent results and the tools you rely on for credit analysis and CRM.
Project ID: 40537039
7 proposals
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Active 22 hours ago
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7 freelancers are bidding on average ₹22,218 INR for this job

Hello, I’ll guide your customers through loans, cards and approvals and convert interest into completed applications. With 8+ years in banking sales I deliver clear needs analyses, product rationale, and compliant status logs. I use FICO scoring, Excel analyses and Salesforce/HubSpot CRM to track leads and shepherd approvals end-to-end. Best regards, Wilfred
₹30,525 INR in 1 day
3.8
3.8

Hello, I have a background in accounting and customer support, and I can help clients understand loan and credit options clearly and professionally. I am detail-oriented, communicate well, and can manage application tracking and client updates accurately. I am ready to start immediately and provide reliable support. Best regards, Anna Glory
₹25,000 INR in 7 days
0.0
0.0

Hello, I am interested in supporting your customers through the loan and credit card application process with a structured, customer-focused approach. I understand that successful financing solutions require more than product knowledge—they require the ability to assess customer needs, build trust, communicate clearly, and guide applicants confidently from initial inquiry to approval. My approach begins with a detailed needs analysis, reviewing each client's financial situation, objectives, eligibility, and available documentation. Based on this assessment, I provide tailored product recommendations, clearly explaining interest rates, repayment obligations, benefits, risks, and qualification requirements in simple language. Throughout the application process, I maintain regular communication, track progress, resolve documentation issues, and provide timely updates to both the client and your team.
₹25,000 INR in 7 days
0.0
0.0

Hello, I hope you are doing well. I am a professional accountant with over 5 years of experience in bookkeeping and financial management. I specialize in maintaining accurate financial records and helping businesses stay organized and compliant. I can assist you with: • Bookkeeping (daily, weekly, or monthly) • Bank & credit card reconciliation • Preparation of monthly financial statements • Accounts payable & receivable management • Payroll processing • Month-end and year-end closing entries • Expertise in QuickBooks and NetSuite I focus on accuracy, timely delivery, and clear communication to ensure your financial data is always up to date and reliable. I would love to discuss your requirements in detail and understand how I can add value to your business. Looking forward to working with you. Best regards, Samriti G.
₹12,500 INR in 7 days
0.0
0.0

Banking professional with 10+ years of experience in commercial banking, credit appraisal, SME/MSME lending, working capital finance, project finance evaluation, risk assessment, portfolio monitoring and relationship management. Experienced in evaluating credit proposals, analysing financial statements, assessing business viability, monitoring asset quality and managing client relationships across multiple banking segments. Certified credit professional with strong expertise in lending, underwriting and business development.
₹25,000 INR in 7 days
0.0
0.0

I want to build my portfolio and a le to go for the bare minimum of the poject. Having the skills i don't really mind how much i get from it just as lomg as i get the work done to my levle best
₹12,500 INR in 2 days
0.0
0.0

Dear Hiring Manager, I am interested in the Financial Advisor position. I have experience in handling loan and credit card consultations, including personal, business, and home loans. I am able to assess customer financial profiles, recommend suitable products, and explain terms in a simple and clear way. I also guide customers through the full application process until approval. I have basic experience using CRM systems and credit assessment tools such as income analysis and credit scoring checks. I focus on good sales results while maintaining trust, compliance, and customer satisfaction. Thank you for your time and consideration.
₹25,000 INR in 7 days
0.0
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Bengaluru, India
Member since Jun 15, 2026
₹12500-37500 INR
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