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Digital Sales Associate
Résumé du poste
A financial services firm in the Philippines is looking for a candidate to manage client applications and assist DSA with requirements. Responsibilities include data entry, report preparation, and ensuring efficient communication with internal departments. Ideal candidates should be detail-oriented, have strong communication skills, and possess analytical abilities.
Qualifications
- Excellent attention to detail and customer-service orientation.
- Strong communication and interpersonal skills.
- Strong analytical and decision-making skills.
Responsabilités
- Receive and review applications from DSA.
- Data entry and coordinate with the Credit Review Department.
- Prepare and submit weekly and monthly reports.
Leads to Trans in Conversion
1.Receive and review the process application from DSA
2.Data entry (CAM Creation) and coordinates with Credit Review Department
3.Maintain 1-2 hours TAT efficiency.
4.Helps DSA in the completion of the client’s requirements.
5.Attends to CRD’s concerns from time to time.
6.Manages reassessed accounts and coordinates lacking/additional documents for the client to provide.
Reports and Operational Efficiency
1.Communicates and coordinates with internal departments concerned regarding the inquiries and concerns of customers
2.Prepares and submits weekly and monthly reports of total leads to Trans in and TAT.
3.Performs other functions and duties that may be assigned from time to time.
JOB COMPETENCIES
Functional: Mastery in product knowledge, excellent attention to detail, customer-service and solution-oriented, and organized.
Personal: Has good communication skills, interpersonal skills, strong analytical, judgment, and decision-making skills, innovative and creative
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.
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