Job Details - Designations: BDE (Business Development Executive) / Customer Service Executive - Shifts: Night shift - Salary: ₹16,000 + ₹2,000 (TA) + ₹2,000 (Attended Bonus) = ₹20,000 - Job Timings: 6:30 PM to 3:30 AM - Working Days: 5 days (Monday to Friday) - Week Off: Sunday and Saturday

Job Details - Designations: BDE (Business Development Executive) / Customer Service Executive - Shifts: Night shift - Salary: ₹16,000 + ₹2,000 (TA) + ₹2,000 (Attended Bonus) = ₹20,000 - Job Timings: 6:30 PM to 3:30 AM - Working Days: 5 days (Monday to Friday) - Week Off: Sunday and Saturday

Sales Closer A person who closes deals. 1. Proactive communication 2. Identify your customers & Generating Leads 3. NDP analysis Of customer 4. Product matching 5 Maintaing Customer Happyness index 6. clearing Communication with customer about the transaction. 7. Sales pitch development 8. Revenue Generation 9. Maintaining TAT 9. Coordinate With ops and customers 10. Collection Of EMI 11. After Sales Services 12. Using PRE model 13. Attending important events of team and industry. 14. Effective Presentation & 15. Preparing and sending quotes and proposals 16. Setting up meetings with customer 17. Timely Deal preparation and submission 18. Negotiation with banker and customer 19. Taking documents from customer in proper manner 20. updating data in apps and sheets

ob Details - Designations: BDE (Business Development Executive) / Customer Service Executive - Shifts: Night shift - Salary: ₹16,000 + ₹2,000 (TA) + ₹2,000 (Attended Bonus) = ₹20,000 - Job Timings: 6:30 PM to 3:30 AM - Working Days: 5 days (Monday to Friday) - Week Off: Sunday and Saturday - Location Bareilly Izzat Nagar Note - interested candidates can share their cv or may call on 7060183043- HR

ob Details - Designations: BDE (Business Development Executive) / Customer Service Executive - Shifts: Night shift - Salary: ₹16,000 + ₹2,000 (TA) + ₹2,000 (Attended Bonus) = ₹20,000 - Job Timings: 6:30 PM to 3:30 AM - Working Days: 5 days (Monday to Friday) - Week Off: Sunday and Saturday - Location Bareilly Izzat Nagar Note - interested candidates can share their cv or may call on 7060183043- HR

Here's a formatted version: Job Opportunity Designations: - Business Development Executive (BDE) - Customer Service Executive Job Details: - Shifts: Night shift - Salary: ₹20k - Job Timings: 6:30 PM to 3:30 AM - Working Days: 5 days (Monday to Friday) - Week Off: Sunday and Saturday - Location: Bareilly Ekta Naga Nagar

Here's a formatted version: Job Opportunity Designations: - Business Development Executive (BDE) - Customer Service Executive Job Details: - Shifts: Night shift - Salary: ₹20k - Job Timings: 6:30 PM to 3:30 AM - Working Days: 5 days (Monday to Friday) - Week Off: Sunday and Saturday - Location: Bareilly Ekta Naga Nagar

Daily Tasks 1. Receive the client FILE from prelogin. 2. Cross cheking one pagers, Documents, forms, applications, customer information, property, income, CIBIL, reports, Case discription, as per SLA. 3a. Salaried checklist. 3b. Bussiness Checklist. 3c. Special case checklist. 3d. Multiple banks checklist. 3. Genrating internal file number in the format of Date month year(Ex-10022024) fatching in CRM the same number and Send file for login to banks in same day and taking pendency from them same day. 4. informing Pendency to prelogin same day. 5. Followup for pendency with prelogin daily twice a day morning and afternoon. 6. Receive the Documents from prelogin & Cross check with check list and parameters of banks and resubmission in banks until comlpeted. 7. Follow up with Banks team 2 times in a day once in the morning and once as per appointment or in the afternoon. 8. Monthly arranging 1-1 meetup with bankers for appriciation or and feedback, first week of each month. 9. Keeping scan copies of each document and Upload documents to Database in the given folders. 10. Visiting bankers once a week and sending picture of the same. 11. Feedback for Sanction being collected by the sales team and prelogin. 12. Review and analyze credit appraisal reports: -Carefully examine credit appraisal reports prepared by credit appraisers. -Assess the creditworthiness of loan applicants based on the information provided in the reports. -Identify any potential risks or concerns associated with the loan applications. 13. Coordinate with loan officers and credit appraisers to address any credit issues: -Work closely with loan officers and credit appraisers to resolve any credit-related issues or discrepancies. -Provide guidance and support to loan officers in addressing customer concerns and negotiating loan terms. -Facilitate communication between loan officers and credit appraisers to ensure a smooth and efficient credit appraisal process. 14. Communicate with applicants to provide updates on loan applications: -Keep applicants informed about the status of their loan applications. -Address any questions or concerns they may have regarding the credit appraisal process. -Provide timely updates on any required additional documentation or information. 15. Update loan status in the CRM system: -Accurately record the status of loan applications in the CRM system daily. -Update the CRM with any changes or decisions made regarding credit approvals or denials. 16. Assist sales team with closing deals by addressing credit concerns and facilitating the sanction process: -Work closely with the sales team to address any credit concerns that may arise during the sales process. -Provide support to the sales team in closing deals by ensuring that the credit appraisal process is completed efficiently and accurately. -Facilitate the sanction process by coordinating with the credit appraisal team and other relevant departments.

Job Details - Designations: BDE (Business Development Executive) / Customer Service Executive - Shifts: Night shift - Salary: ₹16,000 + ₹2,000 (TA) + ₹2,000 (Attended Bonus) = ₹20,000 - Job Timings: 6:30 PM to 3:30 AM - Working Days: 5 days (Monday to Friday) - Week Off: Sunday and Saturday

➤ Role Summary:- A Sales Closer is responsible for closing leads into successful loan applications by understanding customer needs, guiding them with correct products, and ensuring smooth processing till disbursement. ➤Pre-Shift Activities: ➤Attend 9:30 AM shadow meeting ➤Set up tools and workstation ➤Use music/mood lifters to stay focused ➤Take a power nap (10 mins) at 4 PM (recommended) ➤ Daily Shift Activities: ➤Reach office by 10:15 AM. ➤Share your location in the attendance group. ➤Prepare your tools and workstation (phone, documents, etc.). ➤After shadow meet, leave for the office and begin follow-ups.➤Call leads and prospects, fix meetings. ➤Share the planned meetings for the day in the group .➤Visit scheduled customers At every visit:- ➤Use Q&A, approach, affirmation meeting framework.➤Take live selfie with customer and share it in the WhatsApp group. ➤If it's an in-house lead, give the gift and click photo with the customer. ➤Try collecting CIBIL or vital docs in fi:rst meeting. ➤Set the next meeting (consider customer/personal events). ➤Send meeting reminder a day before and 1 hour prior. ➤Visit property/office and take photos (with permission). ➤Submit details on CRM and tracker sheet. ➤Take two follow-ups daily (morning + evening) for documents or approvals. ➤Collect and assess final credit details, submit proposal to customer via email/message. ➤After confirmation, collect remaining documents, support them in arranging docs like SOA, ITR, etc. ➤Login the case as per SLA. ➤Follow-up for sanction and disbursement (twice a day). ➤Explain sanction terms/expenses to customer clearly. ➤Submit disbursement documents as per checklist. ➤After disbursement: -Take 100% feedback and online review.➤Ask for 2–3 referrals from each customer. 🍽️ Lunch Break- Take a proper break for lunch Try to relax your mind for better performance in the second half. 🌇 Post-Lunch / End of Day ➤Second round of follow-ups with document team/customers. ➤Update CRM, tracker, and sheets before 8 PM. ➤Review your performance against goals. ➤Prepare plan for the next day. ➤Weekly Tasks ➤Analyze weekly leads, conversion, and cases closed. ➤Identify bottlenecks and share solutions. ➤Attend weekly training & team meetings.➤Follow up with closed customers, get referrals. ➤Share ideas and feedback with managers. ➤Monthly Tasks ➤Prepare monthly performance report. ➤Meet Branch Manager on 2nd or next working day. ➤Analyze customer behavior and feedback. ➤Join monthly STOP meetings with other departments. ➤Improve based on feedback from Ops and Customers 📈 Annual Tasks ➤Review yearly targets and results. ➤Suggest improvements in tools/CRM/processes. ➤Help improve customer experience. ➤Join yearly strategy/planning discussions.