Sourcing files through banks internal and external channels To source files through banks internal and external channels To assist the customer in login to disbursal formalities To liaise with customer, operations, credit, cpu to ensure smooth disbursal of the case Assist channel in case sourcing by arranging for training at channels on lead sourcing quality, give feedback on leads generated so as to ensure quality of lead generation improves and overall LG to LC ratio improves Ensure calling on leads received from channels, references received from existing customers.
Wherever required, personally meet up with customers - especially HNW customers.
Minimum 10 customers to be met personally and customer interaction to be updated in CRM next per month.
Initiate for activities for lead generation Cross Sell - CASA/ Insurance / Assets Ensure full insurance at the time of disbursal.
Coordination with Insurance partners for customer queries - Ensure customer is briefed on the policy details to avoid mis sell and miscommunication.
Ensure calling on all customers - External Customers for cross sell and internal customers for references for cross sell.
Channel Management - Branches Meeting YTD Targets / RM Activation / DSA Logins Meet branches (update the same in cogent), do joint calls on opportunity bases, review leads generated, share feedback on the lead quality and overall LG LC ratio.
Conduct product trainings, update on rate revisions, product offers etc.
Update the branch hierarchy (Branch Head, Cluster Head, Circle Head, Zonal Head) on Branch & RM activation.
For DSA channel: Ensure continuous channel engagement, training, update on product features and offers to improve file sourcing.
Mortgages Sales back ground, Banking Product & Process Knowledge, Network of open market agents - DSA, Competitor information, Knowledge of Competition & Current trends in financial Industry. Retail Sales, Networking skills, Team Management and leadership skills , Sales and Influencing Skills, good communication,