Job Description

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.