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Customer Service - Digital Sales - Housing - DS - Kanpur - Sai Square - J Grades

Customer Service - Digital Sales - Housing - DS - Kanpur - Sai Square - J Grades

ConfidentialKanpur, India
1 day ago
Job description

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
  • Skills Required

    Statutory Compliance, Home Loans, Mortgages

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    Customer Service • Kanpur, India

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