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Credvisor Partner Onboarding Specialist

2 - 5 years

4 - 6 Lacs

Posted:1 month ago| Platform: Naukri logo

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Skills Required

CRM & Lead-Generation Tools Verbal & Written Communication Relationship Management Sales Prospecting & Outreach Financial Skills Time & Task Management Proactive Self-Starting Mindset Attention to Detail & Data Management Multilingual Capability

Work Mode

Work from Office

Job Type

Full Time

Job Description

About Your Company: CredInsta is a unified platform offering comprehensive financial, legal, and citizen support services to individuals, professionals, and businesses across India. Our mission is to empower partners and clients through a smart ecosystem that enables income growth, nationwide connectivity, and service accessibility - all under one roof. Role Overview: We are looking to hire a successful candidate who will bring 25 years of hands-on sales and outreach experience, paired with strong verbal and written communication and solid financial acumen. They should be comfortable using lead-generation platforms and CRM systems, ideally with multilingual capabilities to engage diverse markets. Equally important are a proactive, self-starting mindset, the ability to build and nurture client relationships, and meticulous attention to detail in all follow-up and data management. List Key Responsibilities : 1. Identify and onboard new Credvisor partners 2 . Conduct outbound calls to explain benefits and processes 3. Hit gross-sales targets by driving qualified leads 4. Liaise with bank operations to process applications 5. Maintain CRM records and weekly progress reports Essential: 2-5 years sales/outreach experience, strong communication, good financial knowledge. Preferred: familiarity with lead-generation tools, CRM software, and multilingual ability. Soft Skills: proactive attitude, relationship-building, attention to detail. How to apply : Email your resume to nidhi.d@creditinsta.com, or apply via your careers page.

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