Kusum Shashi Pal

• Handling the DSA Channel
• Role Of a DSA

DSAs Play a crucial role in the finance industry by acting as a brige between lenders and borrowers.They help customer navigate the loan applicantion process, handle paperwork.and ensure a smooth trasaction.

Product - Business Loan.

• Job Role

A Sales Manager in Loans oversees the loan sales team, setting sales targets, developing strategies to achieve them, and ensuring exceptional customer service. They build strong relationships with clients, manage loan applications, and ensure compliance with financial regulations.

• Overview of Business Loan Sales Position Importance of Sales in Financial Services.
• Maintain deep knowledge of loan products and services.
• Resolved customer complaints regarding sales and service.

• Job Role
• Team Manage and handing direct business source
• Managed team performance through regular coaching and feedback sessions.
• Conducted training sessions for staff on product knowledge and sales techniques.
• Managed daily operations of sales department, including supervision of staff members.
• Trained new team members on sales techniques and product knowledge.

• Job Role
• Handing DSA Vertical
• Built sales forecasts and schedules to reflect desired productivity targets.
• Used change methodologies to increase sales and led projects for increased productivity.
• Directed and coordinated products, services and sales activities.
• Resolved customer complaints regarding sales and service.

• Job Responsibility
• Providing training to channels regarding product and building relation.
• Increasing output Number of login and disbursement.
• Resolving Disbursement query through direct communicating with customer an DSA.
• Detail checking of files through sales PD and cross verifying all details.
• Implemented CRM systems to streamline sales processes and improve customer tracking.

• Job Responsibility
• 5. Files Login
• 6. Files Query Resolved
• 7. Customer Co ordinate
• 8. Files Disbursement
• 9. DSA Co ordinate