Work with Area Head and plan sales operations for achieving targets (including cross-sell), considering competitive forces and local trends
Scan the local market and competitive offerings on a periodic basis to adapt sales efforts accordingly
Provide data for and compile periodic MIS reports for disbursements, NPAs, target achievement, etc.
Customer Acquisition/ Engagement
Work on assigned and identified prospects list for client relationship origination and maintenance activities, interacting with ground-level client stakeholders
Understand and communicate understanding of product characteristics and benefits to end customers effectively in order to enhance effectiveness of sales efforts.
Attend to customer complaints effectively, escalating critical cases to Area Head as required.
Operational Effectiveness
Execute operations efficiently across the Customer Lifecycle (Sourcing, Approval, Servicing, Collections)
Ensure adequate focus on different distribution channels, working with Manager for interfacing with senior stakeholders/ complex cases
Implement prescribed processes and best practices to enhance operational effectiveness, productivity and sales performance
