Verified Job
Sales
Customer Service - Digital Sales - Housing - Product - Gurgaon Sec 14 (TCHFL) - J Grades
Sales
#753456
Remote / WFH
Tata Capital · Gurugram, Haryana ·
Job Description
Job description
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 sales
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 sales
