Team Leader - Sales

Job Title:

Department:

Grade:

IC/PM:

• This job role will require the incumbent to manage a team of executives to generate leads, promote personal Loan offers, and ensure successful conversion of customers. To play a crucial role in driving productivity, efficiency, and adherence to quality standards within the team.

Key Roles & Responsibilities

• Oversee the execution of outcall campaigns and promotions to generate leads from customers interested in Personal Loans.
• Ensure all calls are accurately tagged in the dialler and Customer Relationship Management (CRM) system for efficient tracking and follow-up.
• Coach and mentor team members to deliver effective pitches, providing end-to-end information about Personal Loan offers and converting leads into customers.
• Ensure team members have a comprehensive understanding of Personal Loan products, including terms, conditions, and eligibility criteria, to effectively address customer inquiries and concerns.
• Guide team members in assisting customers through the documentation process required to avail a loan, ensuring clarity and accuracy.
• Maintain up-to-date knowledge of loan policies, procedures, and compliance standards, and ensure team members adhere to them at all times.
• Coordinate with branch staff for document collection and processing of loan applications, facilitating a smooth and timely loan disbursal process.
• Monitor and track customer follow-up activities to ensure timely resolution of concerns or queries, and successful loan disbursal.
• Ensure team members are informed about any special offers or promotions available to customers and coach them on maximizing conversion opportunities.
• Actively participate in training sessions to enhance team members' product knowledge and customer service skills, fostering continuous learning and improvement.
• Stay updated on changes in policies, regulations, and processes related to personal loans, and disseminate relevant information to the team.
• Set clear performance targets and KPIs for the team, monitor performance closely, and provide regular feedback and coaching to drive performance improvement.

Experience Required (In Years)