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.