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JOB DESCRIPTION FORM

Job Title: Business Executive Date:

Job Holder Name: Dept: Operation

Reports To: Team Leader - Business Location:

1. Job Purpose Statement (Summarizes in one/two statements why this job exists and the contribution makes to the overall business of the company).

Direct customer interaction & reach in the field/Market.
Servicing Customer requirements & ensuring business development

2. Duties and Responsibilities (List in the order of importance the duties and responsibilities of this job)

Responsible for business growth in given product.
Enquiry management.
Scheme management.
Dealer servicing.
Initial credit appraisal of customers.
Increasing market share as targeted at all dealerships under purview.
Communicating courteously with customers by telephone, email, letter and face to face.
Ensuring complete documentation, stamping and formalities related to Pre and Post Disbursement.
Documentation Pointers: Ensure the collection and filing of the photographs, address proof, signature attest, PDD and PDC collection, Income Papers, Movable and Immovable Properties papers including IT return, Pass Book copy and P&L; of the recent contracts as well as assigned contracts.
Ensure maintenance of cordial relationships between all subordinates, peers, superiors, banks, dealers, dealer salesmen and customers.
Abreast with the Competitors strategies and market activities/preferences.




Customer service- Attending to customer inquiries / grievances on timely basis.

3: Organizational Relationship (Provide an organizational chart which illustrates the organizational structure above and below this position).

4. Key Challenges (List the key tasks performed to support the main objectives of the position).

Increase in market share / dealer share of the given product.
Maintaining quality along with quantity.

5. Decision making authority (describes the type of decisions made alone, those on which the manager must be consulted, those referred to higher level, and job procedures to be followed).

First hand proposal scrutiny.
Recommending a business case to his supervisors for decision.

6. Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position).

Professional Qualification
Skills and Knowledge
Competencies

Graduate in any Discipline with max 2 years experience

Communication skills in Regional Language
Awareness of local culture and trends
Listening skills, to understand exactly what customers require

Customer Focus
Team work
Communication skills
Interpersonal Skills
Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations

📌 Business Executive (Darjeeling)
🏢 Mahindra Finance
📍 Darjeeling