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Key Result Areas
– Pre-screening and Conducting system checks on applications to ensure alignment to process and policy requirements
– Robust MIS and Tracking of all applications & supporting NSM in delivery of MI, critical for internal sales monitoring
– Support sales team in Fulfillment of Pay orders and clearance letters at Other Banks
– Chub management – Safe custody of documents submitted by respective sales officers/Advisors
– Co-ordinate with sales teams and prepare mandatory reports on deferrals, buyouts, mystery shopping or any other ad hoc reports whenever required
– Monitor & follow up with sales staff on CRM leads & ONR
– To co–ordinate with the sales teams on pending issues related to complaints, mis selling or fraud
– Support in reducing error rate in submissions to increase efficiency as per the lean principles
– To promptly manage issues highlighted by sales team related to customers, to avoid complaints
– Handling all office equipment for required maintenance support
– Follow up with Sales staff on mandatory trainings
– Facilitate system accesses for new joiners and access management/asset take over and reconciliation for staff exits
– Working within policies and procedural parameters as per Audit requirements
– Working in coordination with the Admin/HR/Operations team
Knowledge, Skills and Experience
– Graduate with 3-year work experience in a financial institution within Sales management
– Excellent Stakeholder/People management skills.
– Expert knowledge on different Sales Management Techniques.
– Fair knowledge on credit compliance and risk management.
– Knowledge of Sales Operation Procedures and Policies.
– Communication, interpersonal & negotiation skills required; Adept computer skills.
– Adaptable and versatile.
