Customer Service

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.

**Graduate**: Yes

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