Territory Credit Card Officer

Year    UP, IN, India

Job Description

1. Territory Ownership and Coverage

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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Job Detail

  • Job Id
    JD4924499
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    UP, IN, India
  • Education
    Not mentioned
  • Experience
    Year