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

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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

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📌 Customer Service - Digital Sales - Housing - DS - Sales - Visakhapatnam - Krupa Biz House - CRE
🏢 Tata Mutual Fund
📍 Visakhapatnam