Job Description

• To achieve monthly KPIs assigned
• To ensure that telesales activities are directed to meeting sales targets.
• To maintain service standards and monitor, evaluate and measure performances to achieve top productivity and efficiency from systems as well as the product campaigns.
• To manage relationships of assigned portfolio through
• Analysis of leads received.
• Conversion of leads into “sale”
• Updating of all systems as per the call with the customer.
• Processing of the request or offer given to the customer.
• Meeting the KPI Targets set in term of revenues Through PL Sales and PL Fulfillment.
• Have market knowledge and Personal Banking understanding.
• Have technical skill set across diverse products.

Diploma / Highschool, 2- 3 years of relevant work experience in Personal Banking in the functions of PMU/ Relationship Management/ Tele Sales/Services.

• Acquire new Business through Cross sell to increase penetrations.
• Managing assigned Leads via CRM within the agreed TAT (Drop Offs).

Ensure controls requirement of the business are adhered to in line with Bank policies to ensure quality growth in business.

• Constant follow up with the concerned department if the process is delayed or not fulfilled as per the customer’s request.
• Handling of all customer issues and resolve the same at the earliest and highlight them to the TL.

Maintain records of all approvals and requests and reports handled. outbound channels along with Personal Loan Sales and Fulfillment.

• Generating revenue through Personal Banking Personal Loan Sales.

Ensuring end to end customer service, ensuring quality growth in earnings through focused penetration of target segments with optimal risk propositions.