Customer Service - Digital 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.

Masters/Postgraduate: Optional

Desired Experience: Minimum