- Making stipulated minimum telephonic calls daily as target set by the Supervisor
- Meeting minimum number of clients daily as target set by the Supervisor
- Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.
- Leads to be converted into login and get it disbursed from Bank or NBFC which gives the best rates.
- Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanctioned terms, compliant documentation etc.
- Ensure all the loan related process/queries are taken care so that loan disbursal happens smoothly
- Ensure timely disbursal of loan from leads received from Customers/RBAs
- Ensure achievement of minimum 3X of billing of the cost month on month
- Maintain relationships customers, business banking & Channel partners
- Manage relationship with the customers by increasing business with existing clients and well as through Cross sell
Complete focus of Scheduling Meetings with Customers, with RupeeBoss Associates, Number of Logins, Cross Sell, Insurance, Number of Disbursal's on a daily basis.
Responsibility:
- Excellent communication and listening skills
- The ability to explain complex information clearly and simply
- Good sales and negotiation skills
- An interest in financial products and markets
- Basic mathematical and computer skills
- Plenty of drive, initiative and motivation
- Honest and trustworthy in compliance
- Attention to detail
- The ability to analyze and research information
Deliverables:
- Perform various financing activities as per the customer's requirement
- Increase wallet share by cross-selling products to the customer
- Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance
Competencies
Drive: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties
Customer-centric: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, and is accessible and responsive.
Compliant: Own goals are aligned with Organizational code of conduct & norms, positive conduct, verify details with relevant authority wherever necessary.