RUPAK NAGAR

· Set clear team goals regarding the personal loans leads.

· Delegate tasks and set deadlines for lead consumtion

· Oversee day-to-day operation

· Monitor team performance and report on metrics

· Motivate team members

· Discover training needs and provide coaching

· Listen to team members’ feedback and resolve any issues or conflicts

· Recognize high performance and reward accomplishments

· Encourage creativity and risk-taking

• Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.
• Call handling as per defined standards and providing accurate resolution for customer queries.
• Providing recommendations on increase in facilities, prepayment ratio, retention ratio, debt turn etc.
• Regular interactions with the customers and pro-actively assessing customer needs.
• Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
• Monitor large amount movements and account closure from the deposit accounts.
• Right cross-sell of products basis profiling and engagement.
• Acquiring & grouping of all related IDs of the Primary ID.
• Use of triggers to track maturity of FDs, movement of CASA balances etc.
• And prevent outflow.
• Ensure Staff are trained on product knowledge and requisite certifications.
• Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management.
• Adherence to set processes of updating customer interactions in CRM next.
• Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.

• Convert Prospects into customers by show-casing appropriate Primary Residential properties to the prospects, which match the investment need of the Prospect.
• Use leads generated by Marketing Team for the above as well as generate self-leads to convert them into customers, through local activities (procuring relevant databases, doing on-ground activities in corporates, clubs etc.).
• Take Prospects for Site visits in Residential projects, answering all relevant queries in the process, liaising with Developer or with PropTiger’s Developer Relations Team for any clarification required for that.
• Be compliant with operations process.
• Ensure that prospects and customers are satisfied with their interaction with PropTiger at all touch-points Provide after sales services and assist in Home Loans for the customers.
• Provide after sale services and assist in home loans for the customers.

• Responsible for new client acquisition, building new relationships and increasing depth in existing relationships Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile.
• To identify opportunities and match these opportunities to products/solutions provided by the organization.
• Responsible for achieving targets assigned by the organization on a monthly basis.
• Responsible for achieving targets assigned by the organization on a monthly basis.
• Understanding clients risk profile.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
• Provide regular updates to the immediate superiors as an when required.