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Private Banking Sales Officer- Home Loan


Xperteez Technology


Location

Patna | India


Job description

Designation: Sales Officer

Roles & Responsibilities:

1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at

regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and

inform the progress to reporting manager during team huddle.

2. Source Relationship Management: Responsible for managing the relationship with all sources assigned

and identified by him in his geography/area.

3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the

prescribed format. Should maintain diary on daily basis in the prescribed format of activities.

4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel

partner

5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process.

6. Customer Relationship Management: Responsible for enhancing the customer experience by

developing and maintaining relationship with customers.

7. Completion of File: Responsible for submission of complete application form, documentations and information.

Interested candidates mail your CV at [HIDDEN TEXT]. Or Call/WhatsApp at +91 9903796910


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