Key Objective of the Job:

· Achieving business targets as laid down by acquiring recent 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.

· Explicit 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 chance sizing.

· Excellent communication and presentation skills – Should be able to
talk and convince both interna

📌 Customer Service Pune
🏢 Tata Capital
📍 Pune