Customer Sales Executive - Digital Channel - Loan Against Property

2 - 6 years

Pune All india

Posted:7 months ago

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Job Description

Role Overview: You will be responsible for performing various tasks under the guidance and direction of your Supervisor or Manager. This includes identifying potential customers for business, collecting and validating documents from customers according to organizational norms, logging cases in the system following Standard Operating Procedures (SOP), and ensuring the disbursement process is followed. Additionally, you will need to meet the sanction ratio as per organizational requirements and fulfill customer requirements by cross-selling multiple products with the guidance of your Supervisor or Manager. You will also assist in empanelment of new vendors and develop relationships with them, as well as ensure compliance with all Audit and RBI regulations. Key Responsibilities: - Identify potential customers for business - Collect and validate documents from customers - Log cases in the system following SOP - Follow the disbursement process - Meet the sanction ratio as per organizational requirements - Meet customer requirements and cross-sell multiple products - Assist in empanelment of new vendors and develop relationships with them - Ensure compliance with all Audit and RBI regulations Qualifications Required: - Previous experience in a similar role is preferred - Strong attention to detail and organizational skills - Ability to work under the guidance of supervisors and managers - Good communication and interpersonal skills - Knowledge of Audit and RBI regulations is a plus (Note: No additional details about the company were provided in the job description.) Role Overview: You will be responsible for performing various tasks under the guidance and direction of your Supervisor or Manager. This includes identifying potential customers for business, collecting and validating documents from customers according to organizational norms, logging cases in the system following Standard Operating Procedures (SOP), and ensuring the disbursement process is followed. Additionally, you will need to meet the sanction ratio as per organizational requirements and fulfill customer requirements by cross-selling multiple products with the guidance of your Supervisor or Manager. You will also assist in empanelment of new vendors and develop relationships with them, as well as ensure compliance with all Audit and RBI regulations. Key Responsibilities: - Identify potential customers for business - Collect and validate documents from customers - Log cases in the system following SOP - Follow the disbursement process - Meet the sanction ratio as per organizational requirements - Meet customer requirements and cross-sell multiple products - Assist in empanelment of new vendors and develop relationships with them - Ensure compliance with all Audit and RBI regulations Qualifications Required: - Previous experience in a similar role is preferred - Strong attention to detail and organizational skills - Ability to work under the guidance of supervisors and managers - Good communication and interpersonal skills - Knowledge of Audit and RBI regulations is a plus (Note: No additional details about the company were provided in the job description.)

Skills Required

relationship development compliance management customer identification document validation case logging disbursement process sanction ratio fulfilment crossselling vendor empanelment

Work Mode

On-site

Job Type

Full Time

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