Territory Manager

Skillventory; Kolkata District; On-site; INR 300,000 - 550,000; Full time

Job summary

Skillventory is seeking a proactive sales professional to generate Home Loan/Suvidha leads and engage with customers through branches, relationship managers, call centres, and loan centres.

You will conduct meetings to assess eligibility, document requirements, and coordinate loan processing, while delivering tailored support to customers and driving sales targets in a compliant environment.

Responsibilities

• Generate Home Loan/Suvidha leads through internal channels (branches, RM, call centres, loan centres).
• Engage with existing customers to assess financial needs and offer Home Loan/Suvidha solutions.
• Conduct customer meetings to assess eligibility, financial status, and property documents.
• Ensure smooth processing of applications, documentation, and disbursement coordination.
• Provide timely support and personalized service to boost customer satisfaction.
• Achieve monthly, quarterly and annual sales targets through cross-selling.
• Track and report sales performance, pipeline status, and market feedback to senior management.
• Ensure adherence to internal processes, audit guidelines, and regulatory compliance.
• Coordinate with credit, operations, legal and technical teams for loan processing.

Job description

Role & responsibilities

• Generate Home Loan/Suvidha leads through internal channels including branches, relationship managers, call centres, and loan centres.
• Engage with existing customers to understand financial needs and offer suitable Home Loan/Suvidha solutions.
• Conduct customer meetings to assess eligibility, financial standing, and property documentation.
• Ensure smooth processing of applications, documentation, and disbursement coordination.
• Deliver timely support and personalized service to enhance customer satisfaction.
• Achieve monthly, quarterly, and annual sales targets through cross-sell initiatives.
• Track and report sales performance, pipeline status, and market feedback to senior management.
• Ensure adherence to internal processes, audit guidelines, and regulatory compliance.
• Coordinate with credit, operations, legal, and technical teams for efficient loan processing.