Customer Service - Digital Sales - Housing - DS - Sales - Thane - Pinak Gal at Tata Capital

Thane, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

17 Jul, 26

Salary

0.0

Posted On

18 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Digital Sales, Home Loans, Mortgages, Customer Relationship Management, Sales Targets, Financial Products, Data Analysis, Communication Skills, Presentation Skills, Statutory Compliance, Lead Management, Cross-selling, Customer Centricity, SFDC, Market Procedures

Industry

Financial Services

Description

11493 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 cross-selling mortgage products. The incumbent will act as a primary point of contact for customer financial needs while ensuring adherence to internal policies and quality standards.