Digital sales Executive
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
• 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
• 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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