Sales Coordinator - Loan DST

Key Result Areas

• Pre-screening and Conducting system checks on applications to ensure alignment to process and policy requirements

  
  

• Robust MIS and Tracking of all applications & supporting NSM in delivery of MI, critical for internal sales monitoring

  
  

• Support sales team in Fulfillment of Pay orders and clearance letters at Other Banks 

  
  

• Chub management - Safe custody of documents submitted by respective sales officers/Advisors 

  
  

• Co-ordinate with sales teams and prepare mandatory reports on deferrals, buyouts, mystery shopping or any other ad hoc reports whenever required

  
  

• Monitor & follow up with sales staff on CRM leads & ONR

  
  

• To co–ordinate with the sales teams on pending issues related to complaints, mis selling or fraud

  
  

• Support in reducing error rate in submissions to increase efficiency as per the lean principles

  
  

• To promptly manage issues highlighted by sales team related to customers, to avoid complaints

  
  

• Handling all office equipment for required maintenance support  

  
  

• Follow up with Sales staff on mandatory trainings

  
  

• Facilitate system accesses for new joiners and access management/asset take over and reconciliation for staff exits

  
  

• Working within policies and procedural parameters as per Audit requirements

  
  
• Working in coordination with the Admin/HR/Operations team

Knowledge, Skills and Experience

• Graduate with 3-year work experience in a financial institution within Sales management

  
  

• Excellent Stakeholder/People management skills.

  
  

• Expert knowledge on different Sales Management Techniques.

  
  

• Fair knowledge on credit compliance and risk management.

  
  

• Knowledge of Sales Operation Procedures and Policies.

  
  

• Communication, interpersonal & negotiation skills required; Adept computer skills.

  
  
•       Adaptable and versatile.