Digital Client Relationship Specialist

2 days ago

Raipur, Chhattisgarh, India beBeeCustomerRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

Key Objective of the Job:

  • Achieve significant business impact by securing new client relationships through various digital channels.
  • Understand customer needs and offer multiple products as required, enhancing customer satisfaction and loyalty.
  • Maintain adherence to policies and guidelines for updating leads and closures, upholding high standards of professionalism.
  • Execute all activities and campaigns as planned by the Digital Sales Manager, ensuring timely delivery and quality results.
  • Display a customer-centric approach by executing all customer interface processes within defined timelines, exceeding customer expectations.
  • Collaborate with internal and external teams to ensure seamless service delivery to customers seeking mortgage products.

Major Deliverables:

  • Meet and exceed business targets in terms of profitability, product mix, and quality of sourcing, driving growth and revenue.
  • Serve as a single point of contact for all financial needs, delivering exceptional customer experience and building long-term relationships.
  • Ensure zero errors in adherence to policies and systems, maintaining the highest level of accuracy and reliability.
  • Satisfy quality standards for sourced files, adhering to specified guidelines and protocols.
  • Foster targeted client relationships within agreed timelines, expanding our network and influence.
  • Meet and exceed customer acquisition targets, driving business growth and expansion.
  • Provide timely updates on all leads shared by stakeholders, ensuring seamless communication and collaboration.
  • Meet sales targets for High-Leverage products in assigned territories, driving revenue and growth.
  • Ensure customer satisfaction matrix is met for all client relationships, delivering exceptional customer experiences.
  • Deliver timely MIS reports to concerned parties, facilitating informed decision-making and strategy development.
  • Clear certification examination within specified timelines, demonstrating expertise and competence.

Specialized Job Competencies:

  • Demonstrate extensive knowledge of financial products, including Home Loans and Mortgages.
  • Understand statutory compliance and local market procedures, ensuring alignment with regulatory requirements.
  • Exhibit proficiency in legal agreement reviews, data uploads across Salesforce, and ability to analyze large datasets for opportunity sizing.
  • possess excellent communication and presentation skills, effectively engaging both internal and external stakeholders, and driving actionable outcomes in a timely manner.

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