Financial Service Associate

Designation: Sales Officer – Mortgage Sales

Role/Functional Area: Sales/Business Development Experience:- 1 – 3yrs

Roles & Responsibilities:

1.      

Area/ Lane /Geography Mapping:Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.

2.      

Source Relationship Management:Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.

3.      

Maintain Reports:Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities.

4.      

Channel Partner Recruitment:Responsible for identifying the need for appointment of a channel partner

5.      

Team Huddle:Responsible for attending team huddle on a daily basis as per the set process.

6.      

Customer Relationship Management:Responsible for enhancing the customer experience by developing and maintaining relationship with customers.

7.      

Completion of File:Responsible for submission of complete application form, documentations and information

Desired candidate profile:

1.      Must be a graduate from any stream

2.      Should have minimum 1year into any sales or bfsi sales preferred

3.      Open to travel, Known driving Added an advantage.

4.      Must have good communication skills.