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.
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