Customer Service - Digital Sales - Housing - DS - Sales - Lucknow - Halwasi at Tata Capital

, , India -

Full Time

Start Date

Immediate

Expiry Date

17 Jan, 26

Salary

0.0

Posted On

19 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Digital Sales, Home Loans, Mortgages, Communication Skills, Presentation Skills, Client Relationships, Cross-Selling, Data Analysis, Statutory Compliance, Legal Agreement Reviews, Sales Targets, Customer Satisfaction, MIS Reporting, Financial Products, Market Procedures

Industry

Financial Services

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. Graduate : Yes Masters/Postgraduate: Optional ·Desired Experience: Minimum 1- 2 years’ experience in Offline/Online Channel /Home Loan / Affordable Housing Finance sales ·

Responsibilities

The role involves achieving business targets by acquiring new client relationships through digital journeys and understanding customer needs for cross-selling products. It requires collaboration with internal and external teams to ensure timely service for customers seeking mortgage products.