Sales Coordinator - Loan DST
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.