Customer Service - Sales CRE
TATA Capital
Dehra Dun, Uttarakhand
  • Achieving business targets as laid down by acquiring new client relationships and maintaining them
  • Proactively understanding customer needs and cross- selling multiple products as per the requirements
  • Should adhere to all policies and guidelines for lead generation as well as closures
  • Execute all activities / campaigns as planned by the respective branch manager / sales manager
  • Should attend and clear CFA certification examination within agreed timelines
  • Daily completion and submission of sales reports to the superiors
  • Displaying customer centricity by executing all customer interface processes within defined timelines
Job Description Meet & exceed business targets in terms of profitability , optimum product mix and quality of sourcing
Should prove to be the one point contact for all financial needs for his/ her customer
Zero error in adherence to policies and systems as specified
Quality of files sourced should be as per specified guidelines
Forging targeted number of client relationships within the agreed timelines
Meet & exceed customer acquisition targets
Ensuring zero delinquency in 30DPD
Meeting sales targets for the various products in the assigned territory
Ensuring the customer satisfaction matrix is met for all client relationships
Timely MIS reporting to all concerned.
Clear the certification examination within specified timelines