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Banking/Accounting/Financial Services
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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Date Posted: 08/11/2024
Job ID: 99645703
Tata Asset Management Limited (TAM) is the Investment Manager to Tata Mutual Fund. Our origin stems from a much respected and internationally acclaimed industrial house – the Tata Group – whose business philosophy has made our country and its people partners in the wealth creation process. Our heritage invokes "trust" among consumers, employees, shareholders and the community alike. Though a great heritage is obviously something to cherish, we also seek to carry that legacy through a set of well defined and time tested globally accepted business practices. Being part of the Tata group, we are well known for our strong adherence to highest standards of ethics and fairness in all our business dealings.
TAM manages funds across the entire risk-return continuum. These include equity funds, balanced funds and debt & money market oriented funds. The company provides investment management, risk management and advisory services to institutional, intermediary and individual investors.
