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- Target v/s Achievement :- The prime KRA is to meet the business targets set for the Month / Year and maintain productivity benchmarks.
- Ensure file pickup & sales closure
- Quality Management : – Understanding the exact customer’s needs & selling the right product to the customer.
- Effective interaction / communication to be done with customer.
- Field Sales Officer to work on the feedback shared by the supervisor / training & quality manager on the quality of appointment fixed & communication with customers.
- Cross sell different banks products to the customer as per the requirement.
- Ensure adherence to the processes laid down for call management, lead management, database management and customer management.
- Attend the Product, soft skills, process training programs and refreshers through SCC & product teams.
- Process Management : – Follow the process & adhere to the guidelines of the Channel.
- Code of Conduct and other compliances to be followed strictly as downloaded during trainings and at regular team meetings.
- Adhering to the required system login.
- Maintain business Productivity.
- Ensure adherence to management guidelines to eliminate / minimize customer complaints related to misinformation / misrepresentation.
- Adhere to the business performance in terms lead management, appointments fixed, business in hand, logins, disbursements, hygiene parameters – complaints and sourcing mix.
