Amend Business Solutions is seeking a knowledgeable and client-focused Sales Opener to guide individuals through the loan application process. This role is crucial in understanding client financial needs, assessing their eligibility, recommending suitable loan products, and ensuring a smooth, transparent, and compliant application journey.
The Sales Opener will serve as a trusted point of contact, dedicated to helping clients secure the financing necessary to achieve their objectives while upholding the highest standards of ethical conduct and responsible lending.
Responsibilities
The Sales Opener will be responsible for a comprehensive range of activities, including but not limited to:
● Client Consultation & Needs Assessment:
○ Conduct in-depth consultations with potential clients to understand their financial situation, goals, and specific financing requirements.
○ Analyze credit reports, financial statements, and other relevant documentation to assess eligibility and risk.
○ Clearly explain the different types of loans, their terms, interest rates, and associated fees.
● Product Knowledge & Recommendation:
○ Maintain a comprehensive and up-to-date understanding of all loan products offered by its partners.
○ Recommend the most appropriate loan solutions tailored to each client's unique circumstances and financial capacity.
○ Educate clients on the benefits and risks of various loan options.
● Compliance & Ethical Conduct:
○ Ensure strict adherence to all internal policies, lending guidelines, and relevant financial regulations (e.g., consumer protection laws).
○ Practice responsible lending, ensuring clients are not over-leveraged and understand their commitments.
○ Maintain the highest standards of ethics, integrity, and confidentiality in all client interactions.
● Relationship Management & Sales:
○ Meet or exceed set targets for loan origination, client acquisition, and conversion rates.
● Documentation & Reporting:
○ Maintain accurate, detailed, and up-to-date records of all client interactions, applications, and financial information within the CRM and other relevant systems.
● Continuous Learning:
○ Actively participate in training and professional development opportunities.
Qualifications
● Financial Acumen: Strong understanding of financial products, loan structures, and credit analysis.
● Exceptional Client Service: A genuine passion for helping clients achieve their financial goals, demonstrating empathy and patience.
● Excellent Communication: Superior verbal and written communication skills, with the ability to explain complex financial concepts clearly and persuasively.
● Analytical & Problem-Solving: Ability to analyze financial data, identify client needs, and solve problems creatively.
● Sales & Negotiation: Proven ability to build rapport, identify opportunities, and effectively guide clients towards solutions (if applicable to the sales aspect of the role).
● Attention to Detail & Accuracy: Meticulous in handling sensitive financial information and completing documentation.
● Ethical & Compliant: Unwavering commitment to ethical practices and regulatory adherence.
● Organization & Time Management: Ability to manage multiple client applications and priorities efficiently.
Candidate Requirements
● Experience 0 - 6 months of experience in the sales or customer service field.
● Basic understanding of lending principles, credit assessment, and financial regulations.
● Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).
● English level: B2 -C2
Benefits
● Net salary: 17.5K + Medical and Social insurance.
●Location: 10 El Gazaer Street, Al Agouza, Giza, Egypt
●Monday-Friday fixed shifts:
●1st shift 5 PM - 3 AM.
●2nd shift 6 PM - 4 AM.
●Saturday's shift: 5 PM - 2 AM.
●2 days off: Sunday + 1 rotational day.
● Professional training and development opportunities to get promoted and grow within other positions in the company.
● Supportive team environment focused on mutual growth and success.
Job Type: Full-time