Job Description
Primary Responsibilities:
Target v/s Achievement :- The prime KRA is to meet the business targets set for the Month / Year and maintain productivity benchmarks.
Ensure file pickup & sales closure
Quality Management : - Understanding the exact customer’s needs & selling the right product to the customer.
Effective interaction / communication to be done with customer.
Field Sales Officer to work on the feedback shared by the supervisor / training & quality manager on the quality of appointment fixed & communication with customers.
Cross sell different banks products to the customer as per the requirement.
Ensure adherence to the processes laid down for call management, lead management, database management and customer management.
Attend the Product, soft skills, process training programs and refreshers through SCC & product teams.
Process Management : - Follow the process & adhere to the guidelines of the Channel.
Code of Conduct and other compliances to be followed strictly as downloaded during trainings and at regular team meetings.
Adhering to the required system login.
Maintain business Productivity.
Ensure adherence to management guidelines to eliminate / minimize customer complaints related to misinformation / misrepresentation.
Adhere to the business performance in terms lead management, appointments fixed, business in hand, logins, disbursements, hygiene parameters - complaints and sourcing mix.
Additional Responsibilities:
Any other task assigned by seniors from time to time.
Target v/s Achievement :- The prime KRA is to meet the business targets set for the Month / Year and maintain productivity benchmarks.
Ensure file pickup & sales closure
Quality Management : - Understanding the exact customer’s needs & selling the right product to the customer.
Effective interaction / communication to be done with customer.
Field Sales Officer to work on the feedback shared by the supervisor / training & quality manager on the quality of appointment fixed & communication with customers.
Cross sell different banks products to the customer as per the requirement.
Ensure adherence to the processes laid down for call management, lead management, database management and customer management.
Attend the Product, soft skills, process training programs and refreshers through SCC & product teams.
Process Management : - Follow the process & adhere to the guidelines of the Channel.
Code of Conduct and other compliances to be followed strictly as downloaded during trainings and at regular team meetings.
Adhering to the required system login.
Maintain business Productivity.
Ensure adherence to management guidelines to eliminate / minimize customer complaints related to misinformation / misrepresentation.
Adhere to the business performance in terms lead management, appointments fixed, business in hand, logins, disbursements, hygiene parameters - complaints and sourcing mix.
Additional Responsibilities:
Any other task assigned by seniors from time to time.
💡 Quick Summary
Seeking a career-building opportunity? The Business Enhancement Unit|Field Sales Officer position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
