Take complete ownership of the assigned territory
Ensure maximum market coverage within the territory
Plan daily routes and field activities for effective coverage
Identify high potential pockets such as societies, offices, markets and corporates
2. Credit Card Sales Performance
Sell credit cards of multiple banks including HDFC, Axis, SBI, ICICI and others
Achieve territory-wise daily, weekly and monthly sales targets
Maintain card-wise and bank-wise performance balance
Focus on approvals and quality sourcing
3. Lead Generation and Customer Acquisition
Generate self sourced leads through open market activities
Build local referral network within the territory
Convert walk-in and reference leads into approved credit cards
4. Customer Relationship Management
Build long term relationships with customers in the territory
Handle customer queries related to product features and application status
Generate repeat referrals through satisfied customers
5. Documentation and Compliance
Collect and verify KYC and income documents as per bank guidelines
Ensure zero fake, incomplete or non-compliant documentation
Follow DSA, bank and RBI compliance standards
6. Follow Ups and Case Tracking
Follow up with customers for pending documents or verification
Track application status until approval or rejection
Coordinate with operations team to resolve case issues
7. Field Discipline and Reporting
Maintain daily field activity discipline
Submit daily sales and activity MIS
Update CRM or trackers accurately and on time
8. Market Intelligence and Feedback
Collect competitor information from the territory
Share customer feedback and market trends with management
Identify opportunities for improving territory performance
9. Brand Representation and Ethics
Represent company and bank brand professionally in the territory
Maintain ethical selling and avoid mis-selling
Protect brand reputation at all times
Job Type: Full-time
Pay: ₹15,000.00 - ₹35,000.00 per month
Benefits:
Health insurance
Provident Fund
Work from home
Experience:
franchisee Development : 1 year (Preferred)
Work Location: In person
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