Customer Service - Digital Sales - Housing - DS - Sales - Dehradun - Rajpur Road - J Grades
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Job Description
Structured overview of role & requirementsAbout This Role
Drive new client acquisition and achieve business targets through digital sales channels focused on mortgage products.
Cross-sell various financial products by understanding customer needs and ensure timely updates and adherence to company policies.
Collaborate with internal and external teams to ensure quality sourcing, customer satisfaction, and timely reporting including clearing required certification exams.
Minimum Requirements
Graduate degree mandatory; Master's/Postgraduate is optional.
1-2 years of experience in offline or online channel sales, specifically in Home Loan or Affordable Housing Finance sales.
Knowledge of financial products such as Home Loans/Mortgages, local market procedures, and statutory compliance.
Experience with legal agreement reviews and data management systems like SFDC.
Ideal Candidate Profile
Candidate should be experienced in both offline and digital sales environments targeting financial products like home loans.
Strong operational discipline ensuring zero errors in policy adherence and quality file sourcing.
Capable of working with large data sets for opportunity sizing and skilled in communication to manage multiple stakeholders effectively.
