Job Description:
The Sales Executive will work very closely with the Team Leader / Sales Manager / Branch.
To source Business Asset Products from the Branch Customer base / HNW of the Branch / Open Market.
Visiting the Allocated Branch on a daily basis and meet the Branch staff for the Lead generation and update the Lead tracker register on a daily basis.
Ensure all documents are checked in Originals, including KYC. Sign OSV on checking the originals only.
Visit the customers residence / office to pick up the documents as per policy requirement and submit the file / application.
Submission of Daily Sales report.
Achieve the defined Targets.
Responsible for collecting the Pre and Post sanction documents.