Customer Service
Published date: 2026/11/06
- Location: Vadodara, Gujarat, India
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 sales
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
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