Sales Officer - Loan Sales

Sales Officer - Loan sales is a customer-facing professional whose primary responsibility is to source Gold

Loan Customers from Open Market through marketing activities, cold calls & references. Also, they need to

work closely with the branches and convert the branch leads for Gold Loan business.

 Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis.

 Area mapping of the assigned area for identifying the potential of the area.



 Activity based lead creation for acquisition of NTB customers.



 Log daily leads in the lead management system



 Meet minimum 10 new customers daily and record DSR (Daily Sale Report) both digitally & physically.



 Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff.



 Properly educate customers aboutscheme details / interest servicing / renewals.



 Maintain diary & always keep your appointed time & dates promptly.



 Understand products & prevailing industry practices and trends and suggestsystem /process changes



required, to respective verticals.