Jaipur
INR 0.18 - 0.35 Lacs P.A.
Remote
Full Time
JOB DESCRIPTION TEMPLATE SECTION 1: BASIC INFORMATION Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction
Mumbai/Bombay
INR 0.3 - 0.6 Lacs P.A.
Remote
Full Time
1. Acquiring HNI clients (Affluent & Super Affluent) 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 4. CRM 5. Partner & client meeting.
Ashok Nagar, Jaipur
INR 0.2 - 0.43 Lacs P.A.
Remote
Full Time
Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills
Nelamangala
INR 0.2 - 0.25 Lacs P.A.
Remote
Full Time
Key Responsibilities: Identifying and Engaging with Potential Customers: Home Loan Executives actively seek out and engage with individuals interested in obtaining a home loan. Understanding Customer Needs: They assess the financial situation and goals of potential customers to determine the best home loan product for them. Explaining Loan Products: Providing clear and comprehensive information about different home loan options, interest rates, and terms and conditions. Guiding Through the Loan Application Process: Assisting customers in completing necessary documentation, gathering required information, and navigating the application process. Building and Maintaining Relationships: Cultivating strong relationships with clients to foster repeat business and referrals. Coordinating with Internal and External Teams: Working collaboratively with loan processors, underwriters, and external agents to ensure a smooth and efficient loan process. Ensuring Loan Disbursement: Overseeing the final stages of the loan process, including disbursement of funds. Staying Updated: Keeping abreast of industry trends, market conditions, and lending guidelines. Achieving Sales Targets: Meeting sales quotas and business targets related to home loan sales. Compliance: Adhering to all relevant laws, regulations, and lending guidelines
Coimbatore
INR 0.15 - 0.2 Lacs P.A.
Remote
Full Time
Key Responsibilities: Client Engagement: Regularly communicate with clients, understand their needs, and provide personalized support. Client Relationship Management: Build and maintain strong relationships, ensuring clients feel valued and heard. Solution Offering: Identify and assess client needs to offer suitable products, services, or solutions. Problem Solving: Address client issues promptly and effectively, coordinating with internal teams. Client Satisfaction: Monitor client satisfaction, gather feedback, and implement improvement initiatives. Business Growth: Identify and pursue opportunities for cross-selling, upselling, and generating additional business. Reporting and Tracking: Track and report on client relationship metrics. Internal Collaboration: Work with internal teams to ensure client needs are met. Onboarding: Handle the onboarding process for new clients, ensuring a smooth transition.
Ashok Nagar, Jaipur
INR 0.2 - 0.43 Lacs P.A.
Remote
Full Time
Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills
Jaipur
INR 0.2 - 0.23 Lacs P.A.
Remote
Full Time
Job Title: Field Sales Executive Company: Motilal Location: Jaipur, Rajasthan Salary: Up to ₹3 LPA Experience Required: 1-3 years (preferred in HL and LAP sales) Education: Graduation (Mandatory) Job Description: Motilal is looking for a dynamic and results-driven Field Sales Executive to join our team in Jaipur. The ideal candidate will have prior experience in Home Loans (HL) and Loan Against Property (LAP) sales, with strong communication and interpersonal skills to generate leads, manage client relationships, and close deals effectively. Key Responsibilities: Source new sales opportunities through field visits, cold calls, and market research. Promote and sell financial products, specifically HL and LAP. Understand client needs and offer tailored solutions. Meet and exceed monthly sales targets. Maintain strong relationships with customers to ensure repeat business and referrals. Coordinate with internal teams for documentation and loan processing. Keep track of market trends and competitor activities. Candidate Requirements: Graduate in any discipline (mandatory). Minimum 1 year of experience in HL/LAP sales is preferred. Strong negotiation and communication skills. Willingness to travel locally for client meetings. Goal-oriented with a strong work ethic. What We Offer: Attractive salary package up to ₹3 LPA Incentives based on performance Opportunity for career growth within the organization Supportive work environment
Thane
INR 0.3 - 0.8 Lacs P.A.
Remote
Full Time
Sales Executive – Investment Products (Female Candidates Only) Company:Aditya Birla Capital Ltd. Location: HIghstreet, Thane Employment Type:Full-Time About the Company:Aditya Birla Capital Limited (ABCL) is one of the largest financial services players in India, offering a wide range of solutions across protection, investment, and financing. With a customer-first approach and strong market presence, ABCL is committed to empowering customers with effective financial planning and wealth-building solutions. Job Summary:We are seeking a dynamic and results-driven Sales Executive to join our Investments Sales team. The role involves telephonic outreach to existing and potential customers to promote and sell a range of investment products such as mutual funds, SIPs, and other wealth management offerings. This position is open exclusively to female candidates with at least 1 year of experience in the BFSI (Banking, Financial Services & Insurance) sector. Key Responsibilities: Proactively call customers to understand their investment needs and pitch suitable products. Educate clients on product features, benefits, and risks. Follow up with potential leads and convert inquiries into sales. Maintain detailed records of customer interactions and sales progress using CRM tools. Achieve or exceed monthly and quarterly sales targets. Stay updated with market trends, financial products, and regulatory changes. Build strong relationships with customers to generate repeat and referral business. Required Skills and Qualifications:Experience: Minimum 1 year in sales/customer service in the BFSI domain. Education: Graduate in any discipline (Candidates with finance-related certifications preferred). Communication: Excellent verbal communication in English and local language(s). Strong interpersonal and persuasive skills. Basic knowledge of investment products like Mutual Funds, SIPs, etc. Comfortable with outbound calling and target-driven roles. Preferred Qualifications:NISM Certification in Mutual Funds (desirable but not mandatory). Prior experience in telesales or call center handling financial products. Eligibility Criteria: Gender: Female candidates only. Experience: Minimum 1 year in BFSI sector. Compensation & Benefits:Competitive salary with attractive incentives and performance bonuses. Health insurance and other employee benefits. Career growth opportunities within Aditya Birla Capital.
Erode
INR 0.2 - 0.45 Lacs P.A.
Remote
Full Time
Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievements of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP Freshers are also can apply Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills
Erode
INR 0.15 - 0.2 Lacs P.A.
Remote
Full Time
Key Responsibilities: Client Engagement and Management: Actively engage with clients, understand their needs, and provide personalized solutions. Building and Maintaining Relationships: Establish and nurture strong client relationships, fostering loyalty and trust. Identifying Client Needs: Analyze client needs and preferences to identify opportunities for cross-selling, upselling, and new business development. Problem Solving: Proactively address client issues and concerns, ensuring timely and effective resolution. Reporting and Communication: Provide regular updates to clients on their accounts and service performance, while also communicating with internal teams to ensure needs are met. Revenue Generation: Generate new business and revenue opportunities through client relationships and identified opportunities.
Hyderabad
INR 0.2 - 0.43 Lacs P.A.
Remote
Full Time
Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills
Santhi Nagar, Tirunelveli
INR 0.2 - 0.43 Lacs P.A.
Remote
Full Time
Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills
Warangal
INR 0.2 - 0.43 Lacs P.A.
Remote
Full Time
Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills
Tirunelveli
INR 0.2 - 0.25 Lacs P.A.
Remote
Full Time
Key Responsibilities: Customer Acquisition and Relationship Building: Sourcing leads through various channels like open market and developer relationships. Developing and maintaining strong client relationships for repeat business and referrals. Loan Application Process: Assessing customer needs and offering suitable home loan products. Guiding customers through the application process, from initial inquiry to loan disbursement. Verifying documents and ensuring compliance with company guidelines. Sales and Business Development: Achieving monthly sales targets for loan disbursements and sourcing. Implementing and developing sales activities to achieve targets. Managing sales planning and overseeing target allocation. Loan Processing and Management: Processing loan files and ensuring smooth functioning of the lending process. Coordinating with banks and financial institutions for loan disbursement. Ensuring proper completion of files within timelines. Cross-selling and Upselling: Identifying opportunities to cross-sell other products like insurance. Understanding customer needs and offering appropriate product solutions. Compliance and Legal: Ensuring adherence to KYC guidelines and other company regulations. Understanding and complying with relevant regulations and policies. Customer Service: Providing excellent customer service and addressing customer queries. Maintaining strong relationships with clients for repeat business or referrals. Reporting and Analysis: Preparing and maintaining MIS reports. Analyzing sales performance and identifying areas for improvement.
Salem
INR 0.2 - 0.32 Lacs P.A.
Remote
Full Time
Home Loan Sales Executive Job description Managing Sales of Home Loan Product. Sourcing business through open market through different channels. Fulfilling the leads. Implement & develop sales activities to achieve target. Executing all the Sales planning and overseeing target allocation. Responsibilities include the development, preparation and promotion of home loan. Develop and maintain strong relationship with the clients for repeat business or referrals. Meet clients, verify documents, process file for sanction, co-ordinate for disbursement of loan. Ensure the achievement of given business target. Aligning with the marketing team on ground lead generation activities for Sales. Required Candidate profile Minimum 6 months of experience into home loans sales or mortgage loan sales Minimum Qualification: Under gradation Perks and Benefits Perks and Benefits Attractive monthly salary + Incentives
Tirunelveli
INR 0.2 - 0.25 Lacs P.A.
Remote
Full Time
Building and Maintaining Relationships: Actively establishing and nurturing positive relationships with clients, both existing and prospective. Understanding client needs and preferences. Ensuring timely and effective communication with clients. Addressing client concerns promptly and efficiently. Client Engagement: Serving as the primary point of contact for client inquiries and concerns. Organizing and participating in client meetings and presentations. Providing regular updates and reports on client service performance. Business Development: Identifying opportunities for cross-selling and upselling services. Generating new business and revenue opportunities. Contributing to the overall growth and profitability of the company. Internal Collaboration: Collaborating with internal teams (e.g., sales, customer service, product development) to ensure client needs are met. Coordinating with other departments to resolve client issues and improve service delivery. Performance Management: Tracking and reporting on client relationship metrics. Monitoring client satisfaction and implementing improvement initiatives. Achieving and exceeding sales targets.
Tirunelveli
INR 0.2 - 0.25 Lacs P.A.
Remote
Full Time
Building and Maintaining Relationships: Actively establishing and nurturing positive relationships with clients, both existing and prospective. Understanding client needs and preferences. Ensuring timely and effective communication with clients. Addressing client concerns promptly and efficiently. Client Engagement: Serving as the primary point of contact for client inquiries and concerns. Organizing and participating in client meetings and presentations. Providing regular updates and reports on client service performance. Business Development: Identifying opportunities for cross-selling and upselling services. Generating new business and revenue opportunities. Contributing to the overall growth and profitability of the company. Internal Collaboration: Collaborating with internal teams (e.g., sales, customer service, product development) to ensure client needs are met. Coordinating with other departments to resolve client issues and improve service delivery. Performance Management: Tracking and reporting on client relationship metrics. Monitoring client satisfaction and implementing improvement initiatives. Achieving and exceeding sales targets.
Salem
INR 0.2 - 0.25 Lacs P.A.
Remote
Full Time
Key Responsibilities: Understanding Client Needs: Assessing client financial situations, understanding their housing goals, and determining the appropriate home loan product. Explaining Loan Products: Clearly explaining different loan types, terms, and conditions to potential clients. Processing Applications: Verifying documents, preparing loan applications, and ensuring they are submitted accurately and efficiently. Generating Leads: Identifying potential customers through various channels, such as direct marketing, field visits, and relationship management. Building Relationships: Developing and maintaining strong relationships with clients to foster repeat business and referrals. Achieving Sales Targets: Meeting and exceeding sales targets for home loans and related financial products. Compliance and Regulations: Ensuring adherence to company policies and regulatory guidelines related to lending. Cross-selling: Identifying opportunities to cross-sell other financial products to home loan customers.
Salem
INR 0.2 - 0.25 Lacs P.A.
Remote
Full Time
Key Responsibilities: Understanding Client Needs: Assessing client financial situations, understanding their housing goals, and determining the appropriate home loan product. Explaining Loan Products: Clearly explaining different loan types, terms, and conditions to potential clients. Processing Applications: Verifying documents, preparing loan applications, and ensuring they are submitted accurately and efficiently. Generating Leads: Identifying potential customers through various channels, such as direct marketing, field visits, and relationship management. Building Relationships: Developing and maintaining strong relationships with clients to foster repeat business and referrals. Achieving Sales Targets: Meeting and exceeding sales targets for home loans and related financial products. Compliance and Regulations: Ensuring adherence to company policies and regulatory guidelines related to lending. Cross-selling: Identifying opportunities to cross-sell other financial products to home loan customers.
Gugai, Salem Region
INR 0.2 - 0.45 Lacs P.A.
Remote
Full Time
Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievements of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP Freshers are also can apply Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills
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