Territory Credit Card Officer

2 days ago

Lucknow Uttar Pradesh, India TRE-CRED SOLUTIONS PRIVATE LIMITED Full time

**1. Territory Ownership and Coverage**
- Take complete ownership of the assigned territory
- Ensure maximum market coverage within the territory
- Plan daily routes and field activities for effective coverage
- Identify high potential pockets such as societies, offices, markets and corporates

**2. Credit Card Sales Performance**
- Sell credit cards of multiple banks including HDFC, Axis, SBI, ICICI and others
- Achieve territory-wise daily, weekly and monthly sales targets
- Maintain card-wise and bank-wise performance balance
- Focus on approvals and quality sourcing

**3. Lead Generation and Customer Acquisition**
- Generate self sourced leads through open market activities
- Build local referral network within the territory
- Convert walk-in and reference leads into approved credit cards

**4. Customer Relationship Management**
- Build long term relationships with customers in the territory
- Generate repeat referrals through satisfied customers

**5. Documentation and Compliance**
- Collect and verify KYC and income documents as per bank guidelines
- Ensure zero fake, incomplete or non-compliant documentation
- Follow DSA, bank and RBI compliance standards

**6. Follow Ups and Case Tracking**
- Follow up with customers for pending documents or verification
- Coordinate with operations team to resolve case issues

**7. Field Discipline and Reporting**
- Maintain daily field activity discipline
- Submit daily sales and activity MIS
- Update CRM or trackers accurately and on time

**8. Market Intelligence and Feedback**
- Collect competitor information from the territory
- Share customer feedback and market trends with management
- Identify opportunities for improving territory performance

**9. Brand Representation and Ethics**
- Represent company and bank brand professionally in the territory
- Maintain ethical selling and avoid mis-selling
- Protect brand reputation at all times

Pay: ₹15,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund
- Work from home

**Experience**:

- franchisee Development : 1 year (preferred)

Work Location: In person

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