Sales Officer

Job Description

Role: SALES officer/SALES MANAGER 

Role Definition

The Sales Officer /Sales Manager  shall be responsible for generating/processing leads and reaching the targets, maintain end to end relationships with client and bank

Responsibility

1. Should have Experience in Sales Process, Banking/Loan/ finance Sector and Excellent interpersonal and communication skills, leadership skills.

2. Set clear team goals and KPIs.(key performance indicators)

3. Superior loan product knowledge and Organizational and time-management skills/Decision-making skills

4. Oversee day-to-day teams' operation and performance. 

5. Do regular performance evaluation. 

6. Create a healthy and motivating work environment and Maintain a positive attitude focused on customer satisfaction.

7. Should know about KRA(Key responsibilities areas), and Data Management.

Tasks & Activities

1. Building and maintaining relationships with key customers. 

2. Overseeing the relationship with customers handled by your team. 

3. Resolving customer complaints quickly and efficiently. 

4. A professional approach in answering calls and provides information about products and services, taking input of issues and their redressed thereof. 

5. Keeping customers updated on the latest products in order to increase sales. 

5. Handling Live Chats, Whatsapp Marketing, Email marketing, maintaining relationships (Answering Comments/ Chat) on Social Media. 

      6. Appropriate and timely follow-ups wherever required

   Client Acquisition.

     7. Understanding & structuring clients' loan requirements.

      End to end process of logging in the file & taking it to the disbursal stage.

     8. Maintaining post-sales relationship with the client & giving him periodical loan tops as his requirement.

     9. Updating all your clients /prospects about the new loan products launched from time to time & getting further business from the clients.

Information flow to the internal and external customers.

Ensuring all information, instructions, schedules, and updates are relayed in real-time to company customers 

Data Management 

Adding and updating real-time all records in various trackers/ Excel sheets used to keep data of enrolments, queries, and schedules. 

Daily report & MIS

Sanction & Disbursement synopses to be updated end of the day.  

Learning Management System upkeep

Ensure all Activities are uploaded on LMS category-wise. 

Measurement Metrics

#  of logins/rejection/sanction/disbursement/

# of visits to client/bank/vendor/per day

Target analysis for each week

Competencies we are looking for

1.    Fluency in English

2.    Negotiation skills

3.    Rapport building skills

4.    Telephone etiquette

5.    Listening skills

6.    Questioning skills

Knowledge

1.    Microsoft word, excel

2.    Internet usage and data finding

3.    Events basics

Self-Image

1.    Confident

2.    Go-getter

3.    Negotiation expert

Traits

1.    High energy

2.    Persistent

3.    Willingness to learn

4.    Hospitable

5.    Honest

Motives

1.     Hungry for personal growth

2.     Win-win philosophy