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.