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Customer Service - Digital Sales

Customer Service - Digital Sales

ConfidentialBengaluru / Bangalore
30+ days ago
Job description
  • 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

      Skills Required

      Sales, Mis Reporting, Digital Sales, Loans, Housing Finance, Customer Service, Financial Products

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    Customer Service • Bengaluru / Bangalore