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Customer Manager

Banking, Financial Services and Insurance | Business Development Executive

15,000 - 25,000 p.m | Under Graduate - Bachelor of Arts , Bachelor of Commerce , Bachelor of Management , Bachelor of Science , Bachelor of Computer application - BUSINESS STUDIES | Coimbatore

Gender : Female | Age Limit - 22-35 | Openings - 3 | Experience - 1-2 Years
Posted Date: 27-07-2023
Open Until : 25-08-2023

Description

For Business Development:

  • Creating market awareness about Mahindra Rural Home Finance by carrying out sales promotion / village activities.
  • Marketing Activity Plan to be prepared for generating required number of leads from Existing and new villages in a cluster.
  • Prepare date wise route plan for lead generation and documentation in discussion with Team Leader.
  • Enter all new leads generated in Agrassar Module. Simultaneously, update existing leads in Agrassar
  • Maintaining and developing relationships with existing customers and other local bodies (Sarpanch, Panchayat, Registrars)in order to get references and ease out the documentation process.

For Portfolio Health:

  • Collecting Pre and post EMI’s from the customer
  • Following up with NPA cases for collections, Assist collections team in closing NPAs where PTPs are broken repeatedly for all contracts mapped to him

For Process improvement and Adherence:

  • Conducting preliminary field investigations and reference checks to verify the credibility of the potential customer
  • Collecting the requisite documents from potential customer and passing it to credit officer for verification
  • Supporting Credit officer to get necessary documents and information to facilitate loan sanctioning and disbursement
  • Following up on loan approvals for submitted files
  • Ensuring that complete documentation, stamping and other formalities related to pre / post disbursement are completed as required
  • Handling over the loan disbursement cheque to customer as required.
  • Providing time to time market feedback to team leader to facilitate business planning,
  • Attend weekly performance review meetings with the Team Leader

For Customer Satisfaction:

  • Educating the potential customer on the complete process and the documents required for getting the loan sanctioned
  • Helping the potential customer in arranging the necessary documents
  • Maintain Customer Relations by addressing Customer complaints and grievances and also promoting the referral schemes available with us.

Skills

  • Area Sales Officer
  • Sales Associate
  • Sales Executive


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