Micro Banking Financial Advisor - Sales (Wings Group Loans)

Join PT Adhitama Mitra Nusantara as a Micro Banking Financial Advisor and play a pivotal role in expanding financial inclusion across Bali’s thriving business communities. This dynamic sales position focuses on offering unsecured loan products to small and medium-sized enterprises (SMEs) and individuals, helping them access the capital they need to grow. Based in Bali’s vibrant cities like Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, and Badung, you’ll work closely with local businesses to understand their needs and tailor financial solutions that drive success.

As a Micro Banking Financial Advisor, you’ll be at the forefront of financial services in Bali, leveraging your expertise to build trust and long-term relationships with clients. You’ll use tools like CRM systems and financial modeling software to manage client interactions and analyze loan applications. This role is perfect for someone passionate about financial inclusion and eager to make a tangible impact in Bali’s business landscape.

At PT Adhitama Mitra Nusantara, we believe in empowering individuals and businesses through accessible and innovative financial solutions. With a commitment to excellence and a supportive work environment, we offer the perfect platform for you to grow and succeed.

📋 Tanggung Jawab Pekerjaan

• Identify and assess potential clients, including SMEs and individuals, to determine their financial needs and eligibility for unsecured loans.
• Present and explain loan products to clients, ensuring they understand the terms, benefits, and risks involved.
• Assist clients in completing loan applications, gathering necessary documentation, and submitting them for approval.
• Follow up with clients to monitor their loan performance and provide ongoing support and advice.
• Use CRM systems and financial modeling software to manage client interactions, track loan applications, and analyze financial data.
• Collaborate with the loan processing team to ensure timely and accurate loan approvals and disbursements.
• Participate in sales meetings and training sessions to stay updated on new products and best practices.
• Build and maintain strong relationships with clients to foster long-term business partnerships.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in sales, financial services, or a related field, with a focus on unsecured loans or microfinance.
• Strong knowledge of financial products, including loans, credit analysis, and risk management.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Proficiency in using CRM systems and financial modeling software, such as Salesforce or Excel.
• Fluency in both English and Bahasa Indonesia.
• Ability to work independently and as part of a team in a fast-paced environment.
• Valid microfinance certification (e.g., Certified Microfinance Professional) is a plus.

🛠️ Keahlian

Lowongan Terkait