Job Description

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Key Objective of the Job:
xc2xb7 Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys.
xc2xb7 Proactively understanding customer needs and cross- selling multiple products as per the requirements
xc2xb7 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.
xc2xb7 Execute all activities / campaigns as planned by the respective Digital Sales Manager
xc2xb7 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:
xc2xb7 Meet & exceed business targets in terms of profitability, optimum product mix and quality of sourcing
xc2xb7 Should prove to be the one-point contact for all financial needs for his/ her customer
xc2xb7 Zero error in adherence to policies and systems as specified
xc2xb7 Quality of files sourced should be as per specified guidelines
xc2xb7 Forging targeted number of client relationships within the agreed timelines
xc2xb7 Meet & exceed customer acquisition targets
xc2xb7 Timely update for all leads shared by Internal / External stakeholders.
xc2xb7 Meeting sales targets for HL products in the assigned territory
xc2xb7 Ensuring the customer satisfaction matrix is met for all client relationships
xc2xb7 Timely MIS reporting to all concerned.
xc2xb7 Clear the certification examination within specified timelines
Specialized job competencies:
xc2xb7 Knowledge about all financial products like Home Loans, Mortgages
xc2xb7 Knowledge about statutory compliance & local market procedures
xc2xb7 Knowledge about legal agreement reviews, Data Uploads across SFDC, Ability to crunch large data & present the same for opportunity sizing.
xc2xb7 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
xc2xb7Desired Experience: Minimum 1- 2 years' experience in Offline/Online Channel /Home Loan / Affordable Housing Finance sales
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