Job Description

Key Objective of the Job:

• 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


Masters/Postgraduate: Optional

• Desired Experience: Minimum 1- 2 years’ experience in Offline/Online Channel /Home Loan / Affordable Housing Finance sales