Urgent Search Customer Service

2 weeks ago

Kolkata India Tata Mutual Fund Full time

Job Description Job Description 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. Graduate : Yes Masters/Postgraduate: Optional .Desired Experience: Minimum 1- 2 years experience in Offline/Online Channel /Home Loan / Affordable Housing Finance sales .

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