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bsm/so

2 weeks ago

Haldwani Rudrapur, India SBFC Finance Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Initiate Daily, Weekly and Monthly sales planning

  • Effective communication of individual target expectation and team target expectation to the team and plan accordingly
  • Adherence of daywise sales plan for self and his team for market activities
  • Ensuring regular follow up to track progress of team and take corrective action wherever required
  • Ensuring proper planning and availability of resources in advance for all market activities, coordinate with Branch Manager for activities which will be done in conjunction with other branch staff
  • maintain daily sales efficiency by ensuring leads are updated in daily sales report by team
  • Initiate NPA customer calling for pending payments


• Generating new business and ensure the productivity month on month basis


• Ensure all customers provide references, improve customer satisfaction in order to increase retention


• Attend personal discussion with customer to understand customer profile. Provide insights to credit team to reduce fraudulent cases


• Improve branch Sales efficiency and effectiveness

  • Proper sales planning activities in areas to increase customer connect
  • Collect references from all customers and ensure calling and sending SMSs to all leads to increase conversion rate
  • Planning customer visits to old customers/ HNI customers who have closed accounts to bring them back to SBFC
  • follow up on interest collection to minimise penal charges for each customer and increase customer loyalty
  • Attend all trainings on policy and process changes as and when required