Partner onboarding, Sales Planning & Management
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Work with ZSM on devising the area sales plan and team approach for achieving targets, considering product-environmental factors, competitive forces and local trends, and cascade the same to the team(s)
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Track industry and market developments, scanning the local market and competitive offerings on a periodic basis
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Oversee end to end partner management by sales managers, guide for onboarding, activation, engagement at optimum levels to get desired business
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Report on and direct team’s basis emerging trends and opportunities
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Identifying target market to acquire referral partners who have vast customer base for business loans.
Customer Acquisition/ Engagement
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Identify local business growth opportunities, drive expansion and new customer acquisition initiatives to create a book of targeted size
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Work closely with team members, hand-holding critical/ complex transactions to ensure favorable closure with customer satisfaction
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Communicate sales targets and provide team members clarity on business goals, role expectations, product characteristics and USPs to enhance effectiveness of sales efforts
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Track cases in the complaint tracker/ escalations received, liaising with relevant stakeholders as required to drive satisfactory closure
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Deploy efforts/ initiatives in consultation with ZSM, arising from customer satisfaction survey and resulting NPS (Net Promoter Score), targeting identified focus areas
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Propose and deploy approved solutions and schemes to drive sales and enhance profitability, ensuring dual focus on sales expansion and cost optimization
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Serve as a point of escalation and manage customer complaints/ grievances effectively, intervening especially for key relationships
Operational Effectiveness
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To drive adoption of efficient business processes/ operations across the Customer Lifecycle (Sourcing, Approval, Servicing, Collections)
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Manage local distribution across lending partners and referral partners, interfacing with senior/ critical partners/ stakeholders as required for smooth operations
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Drive high performance by reinforcing focus on business and sales growth objectives, effective client engagement, monitoring sales operations and productivity metrics, and providing support and guidance as required
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Drive the implementation of improved processes and best practices in order to enhance operational effectiveness, productivity and overall business impact
Cross-Selling across ABC products
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Drive engagements with referral partners to enable cross selling of lending solutions to partner’s customer / network base.
Team and Internal Stakeholder Management
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Guide and develop team members for enhanced customer acquisition and engagement efforts, helping them achieve superior performance standards and handholding where required
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Nominate teams for relevant technical and behavioral trainings/ seminars and work on self-development initiatives
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Proactively liaise with internal stakeholders for smooth cross-functional coordination and alignment towards achievement of business objectives
