Sundaram Finance Associate

Purpose: The job holder’s primary role is to attend to the Walk-in customers / allotted leads at the Dealership, offer our finance schemes and ensure possible conversion.

Key Result Areas

Key Performance Indicators

Knowledge, Skills & Experience

Behaviours

· Handle footfalls at the dealerships and dealership related activities.

· Lead generation through promotional activities/ walk-in customer/ cold calls etc.

· Work closely with dealer’s Sales team and Finance coordinator for generation of adequate leads.

· Be PAD [Present at the time of delivery].

· Collect daily sales figures from the dealerships where he / she is handling.

· Should not move out of Dealership unless for Joint cold calls with Sales team during Promo events.

· Facilitate collection of KYC and minimum back papers and pass it on to our Field Executive for further process.

· Facilitate appointment of customer for Field Investigation/ Documentation as per customers convenience.

· Collect Pre and Post Delivery Documents.





· Explore favorable cross selling opportunities with the customers.

· Constantly upgrade the market knowledge on the financial products

· Escalate any key update to Branch Manager.

· Get dressed formally and present self pleasingly.

· No. of leads generated via dealer.

· No. of leads generated via referral.

· No. of events co-ordinated.

· % of lead conversion

· Knowledge of lending.

· Relationship Building Skills.

· Digital acumen (mobile).

· Communication skills (esp. native language).

· Presentation Skills.

· Experience: 0 - 3 years in BFSI/ FMCG/ Auto

· Education: 10+2/ Diploma/ Graduate.

· Age: 18-23

·Presentability

·Business Orientation

·Positive attitude.

·Planning and organizing.

·Enthusiasm (Positive Energy and Focus).

·Customer centricity.

·Teamwork.

Delegated Authorities

NA

Regulatory Requirements

Adherence to RBI Guidelines and Credit Policy of the Company.

Reports to

Field Officer

📌 Sales Associate - Salem
🏢 Sundaram Finance
📍 Salem