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· 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
· 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
· 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 |
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Masters/Postgraduate: Optional ·Desired Experience: Minimum 1- 2 years’ experience in Offline/Online Channel /Home Loan / Affordable Housing Finance sales · |
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Customer Service - Digital Sales - Housing - DS - Sales - Surat - Eco Futurz - J Grades at Tata Capital.
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Tata Capital's application process for this role.