Home Loan Executive

Meet customers to sell all financial products
- Meet & counsel Walk -in ; DSA customers who have been referred to him / her by Bank
- Influence customers to buy FD who have no prior Bank Deposit relationship.
- Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
- Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
- Communicate the necessary details to the customers for the products being bought by them.
- Ensure sale is completed through / in line with the defined sales process.
- Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc) and appropriate open market share for all products ( PAR / ULIP / Non Par).
- Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
- Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
- Ensure maximum joint calls with each HL executive mapped.
- Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
- Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.

Pay: ₹13,278.12 - ₹25,000.00 per month

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

Willingness to travel:

- 50% (preferred)

Work Location: In person