Sourcing files through banks' internal and external channels To source files through banks internal and external channels To assist the customer in logging in to disbursal formalities To liaise with the customer, operations, credit, CPU to ensure smooth disbursal of the case Assist channel in case sourcing by arranging for training at channels on lead sourcing quality, give feedback on leads generated to ensure the quality of lead generation improves and overall LG to LC ratio improves Ensure calling on leads received from channels, references received from existing customers.
Opportunity bases.
Wherever required, personally meet up with customers - especially HNW customers.
Minimum 10 customers to be met personally and customer interaction to be updated in CRM next month.
Initiate for activities for lead generation Cross-Sell - CASA/ Insurance / Assets Ensure full insurance at the time of disbursal.
Coordination with Insurance partners for customer queries - Ensure customer is briefed on the policy details to avoid mis-sell and miscommunication.
Ensure calling on all customers - External Customers for cross-selling and internal customers for references for cross-selling.
Channel Management - Branches Meeting YTD Targets / RM Activation / DSA Logins Meet branches (update the same in cogent), do joint calls on opportunity bases, review leads generated, share feedback on the lead quality and overall LG LC ratio.
Conduct product training, update on rate revisions, product offers, etc.
Update the branch hierarchy (Branch Head, Cluster Head, Circle Head, Zonal Head) on Branch & RM activation.
For DSA channel: Ensure continuous channel engagement, training, update on product features and offers to improve file sourcing.
Experience Required: Min 2 Years
Skills
Mortgages Sales background,
Banking Product & Process Knowledge,
Network of open market agents - DSA,
Competitor information, Knowledge of Competition & Current trends in the financial Industry.
Retail Sales, Networking skills, Team Management and leadership skills,
Sales and Influencing Skills, good communication,
Hiring criteria
You should have or be completing the following to apply for this opportunity.