- Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys.
- Proactively understanding customer needs and cross- selling multiple products as per the requirements
- Should adhere to all policies and guidelines for updating leads as well as closures along with all the best practices that are put in place by the Business team.
- Execute all activities / campaigns as planned by the respective Digital Sales Manager
- Displaying customer centricity by executing all customer interface processes within defined timelines.
- Collaboration with various internal / external teams (Contact Center, Internal Business teams, Aggregators) to ensure timely service to all customers seeking a mortgage product
Major Deliverables:
- Meet & exceed business targets in terms of profitability, optimum product mix and quality of sourcing
- Should prove to be the one-point contact for all financial needs for his/ her customer
- Zero error in adherence to policies and systems as specified
- Quality of files sourced should be as per specified guidelines
- Forging targeted number of client relationships within the agreed timelines
- Meet & exceed customer acquisition targets
- Timely update for all leads shared by Internal / External stakeholders.
- Meeting sales targets for HL products in the assigned territory
- Ensuring the customer satisfaction matrix is met for all client relationships
- Timely MIS reporting to all concerned.
- Clear the certification examination within specified timelines
Specialized job competencies:
- Knowledge about all financial products like Home Loans, Mortgages
- Knowledge about statutory compliance & local market procedures
- Knowledge about legal agreement reviews, Data Uploads across SFDC, Ability to crunch large data & present the same for opportunity sizing.
- Excellent communication and presentation skills - Should be able to talk and convince both internal and external stakeholders & execute actionable s in a timely manner.
Graduate: Yes
