Team Manager
Ecoways Advisory Private Limited
Jabalpur, Madhya Pradesh, India · Full Time
Be the first to apply
- Experience
- Any
- Salary
- INR 6,000 – INR 58,000 / month
- Openings
- 1
- Posted
- 6 days ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
About Finavala India
Finavala India operates as a comprehensive financial services facilitation platform that connects customers with suitable loan, insurance, investment, banking, and credit health products through partner lenders. Importantly, it is not a bank or NBFC but serves as a conduit to facilitate the entire customer journey from application to disbursement.
Mission and Vision
The core mission is to make financial services transparent, accessible, and hassle-free for every Indian by ensuring customer needs come first rather than merely selling products.
The vision focuses on using technology, expertise, and a customer-centric approach to becoming a trusted platform that helps customers make informed financial decisions, prioritizing correct information, products, processes, and better financial futures.
Key Financial Services Offered
- Loan Services: Personal, business, home, loan against property (LAP), vehicle, and gold loans, each requiring specific customer information such as loan amount, purpose, income, credit score, and documentation.
- Insurance Services: Life, term, health, and motor insurance solutions tailored to customer needs, emphasizing accurate information about coverage, premiums, and policy terms.
- Investment Solutions: Systematic Investment Plans (SIP), Systematic Withdrawal Plans (SWP), mutual funds, and National Pension Scheme (NPS) offerings ensuring customers understand market risks and retirement planning.
- Credit Services: Credit card facilitation, CIBIL score checks, and credit improvement guidance with realistic expectations communicated to customers.
- Banking Services: Assistance with credit cards, QR setup, and current accounts, especially for business customers.
Operational Workflow
The digital journey includes lead capture, customer profiling, product selection, documentation, application processing, follow-up, approval, product disbursement, and ongoing customer support.
Initial Customer Engagement
On receiving a lead, immediate welcomes and requests for essential customer details are made to facilitate personalized guidance.
Job Role Overview
The Team Manager will oversee the onboarding and training of new employees, DSAs, and business counselors, ensuring they understand the full breadth of Finavala’s services, customer engagement protocols, and operational workflows. They ensure adherence to company mission and vision while maintaining quality and compliance in all customer interactions.