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03/12 Deepak P
Business Partner at Coppergate consultancy

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Officer - Mortgage Sales (1-3 yrs)

Tamil Nadu Job Code: 354596

Roles & Responsibilities:

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.

Source Relationship Management:

- Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.

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.

Channel Partner Recruitment:

- Responsible for identifying the need for appointment of a channel partner

Team Huddle:

- Responsible for attending team huddle on a daily basis as per the set process.

Customer Relationship Management:

- Responsible for enhancing the customer experience by developing and maintaining relationship with customers.

Completion of File:

- Responsible for submission of complete application form, documentations and information

Requirements:

- Must be a graduate from any stream. BFSI experience will be given preference.

- Should have minimum 6 months of experience in sales

- Candidates with prior experience in BFSI will have an added advantage

- Open to travel. Must have a Two Wheeler.

- Must have good communication skills

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