Job Description
Mandatory Selection Criteria:
1. Graduation
2. Sales experience in the BFSI Sector of min 1-2 years.
3. age, not more than 32 years.
Key Roles/Responsibilities:
- Responsible for establishing the Piramal brand and for managing the sales and business
development targets for assigned portfolio with focus on affordable / mass affluent segment in
the assigned location from open market, channels and developer relationships.
- Responsible for listening to the customer and cross selling products that meet the consumers
unmet needs
- End to end customer management enquiry to disbursement. Be knowledgeable about the
product portfolio, features, processing fees et al and guide customer through the same as
required
- Responsible for channel empanelment, customer acquisition and cultivating relationships
- Ensure adherence to all compliance related responsibilities e.g. customer KYC
- Adherence to the organizations policies and procedures and compliance with legal and
regulatory requirements .
- Responsible for ensuring the proper completion of the files within timeline as per the company checklist
- Responsible for ensuring the proper closure of disbursement documentation within the timeline
- Coordinate with internal teams and customers for any post disbursement issues
- Provide market feedback on product offerings based on customer feedback
- Ensure that all customer documentation is maintained in the prescribed format and transfer of documents
is done safely and seamlessly
- Support collections team in assessing delinquency
- Responsible for activation, training and development of channels and release of channel payments on time
- Responsible for communicating the reasons for rejection to the customer whose file has been rejected
- Collaborate with Operations team for resolving PDD (Post disbursal document) issues
- The incumbent is required to have a good knowledge and understanding of the local affordable / mass affluent markets and PMAY
- Willingness to adapt to digital tools and processes
Key Performance Indicators:
Disbursement Value and numbers
- High Yield
- Channel Activation
- Sourcing Quality
- Audit Scores
- Learning and Development of self and channel
- Customer Service
- Insurance cross sell, fee collection
Core Competencies:
Result oriented, ensures operational excellence in areas of responsibility and delivers best results. Takes active ownership of problems and provide timely and result focused solutions. Remains outcome-driven.
Responsible for the tasks assigned under the ambit of the key responsibilities of the role and additionally for any dependencies with cross functional teams.
Fosters a culture of trust, collaboration and support. Works collaboratively both within ones own function and across functions to achieve companys goals.
Communicates timely and responsively with clarity and effect (both verbal and written). Seeks and provides feedback.
- Customer Service Orientation
Develops and maintains strong external and internal customer relationships by identifying and anticipating customer needs and responding to them by maintaining long term relationships.
Employement Category:
Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Sales Manager
Contact Details:
Company: Sri Hr & Integrated
Location(s): Tambaram+3 Hosur, Coimbatore, Karur
Keyskills:
customer service
accountability
sales management