Customer Service Job In Indore

TATA Capital

Full Job Description

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.

Masters/Postgraduate: Optional

  • Desired Experience: Minimum 1- 2 years’ experience in Offline/Online Channel /Home Loan / Affordable Housing Finance sales

Graduate : Yes

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