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Customer Service - Digital Sales - Housing - Product

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Job Description

 Key Objective of the Job:
·          Achieving business targets as laid down by acquiring new 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.
·          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 sale

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Company

Tata Capital

Job Posted

2 years ago

WorkMode

On-site

Experience Level

0-2 years

Locations

Pune, Maharashtra, India

Qualification

Undergraduate

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