Sales Coordinator

Job Description

Sales Coordinator – Loan DST

Key Result Areas

• Pre-screening and Conducting system checks on applications to ensure alignment to process and policy requirements
• Robust MIS and Tracking of all applications & supporting NSM in delivery of MI, critical for internal sales monitoring
• Support sales team in Fulfillment of Pay orders and clearance letters at Other Banks 
• Chub management – Safe custody of documents submitted by respective sales officers/Advisors 
• Co-ordinate with sales teams and prepare mandatory reports on deferrals, buyouts, mystery shopping or any other ad hoc reports whenever required
• Monitor & follow up with sales staff on CRM leads & ONR
• To co–ordinate with the sales teams on pending issues related to complaints, mis selling or fraud
• Support in reducing error rate in submissions to increase efficiency as per the lean principles
• To promptly manage issues highlighted by sales team related to customers, to avoid complaints
• Handling all office equipment for required maintenance support  
• Follow up with Sales staff on mandatory trainings
• Facilitate system accesses for new joiners and access management/asset take over and reconciliation for staff exits
• Working within policies and procedural parameters as per Audit requirements
• Working in coordination with the Admin/HR/Operations team

Knowledge, Skills and Experience

• Graduate with 3-year work experience in a financial institution within Sales management
• Excellent Stakeholder/People management skills.
• Expert knowledge on different Sales Management Techniques.
• Fair knowledge on credit compliance and risk management.
• Knowledge of Sales Operation Procedures and Policies.
• Communication, interpersonal & negotiation skills required; Adept computer skills.
•       Adaptable and versatile.