Conduct the morning huddle with all Team Member on daily basis. Meet corporate and institutional clients to promote AXIS HOME LOAN Product. Ensure Execution of 3 activities per BDE Target Achievement in week. New Customer Acquisition of home loan Ensure planning and execution of sales target for the team on monthly basis. Tie-up with Builders & CA, Real Estate Agents. Work with Sales Manager and Branch Head. Drive productivity of team member as per performance matrix. Achieve also cross sale product of the bank life insurance & SIP. Conduct Home Loan product training every week for team member. Always motivate the sale team member to achieve branch target. Arrange every weekly Activities for Business Generation like, Builder site visits, leaflet distribution Govt. Offices & Public place
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases