Territory Credit Card Officer

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• 1. Territory Ownership and Coverage

• Take complete ownership of the assigned territory
• Ensure maximum market coverage within the territory
• Plan daily routes and field activities for effective coverage
• Identify high potential pockets such as societies, offices, markets and corporates

2. Credit Card Sales Performance

• Sell credit cards of multiple banks including HDFC, Axis, SBI, ICICI and others
• Achieve territory-wise daily, weekly and monthly sales targets
• Maintain card-wise and bank-wise performance balance
• Focus on approvals and quality sourcing

3. Lead Generation and Customer Acquisition

• Generate self sourced leads through open market activities
• Build local referral network within the territory
• Convert walk-in and reference leads into approved credit cards

4. Customer Relationship Management

• Build long term relationships with customers in the territory
• Handle customer queries related to product features and application status
• Generate repeat referrals through satisfied customers

5. Documentation and Compliance

• Collect and verify KYC and income documents as per bank guidelines
• Ensure zero fake, incomplete or non-compliant documentation
• Follow DSA, bank and RBI compliance standards

6. Follow Ups and Case Tracking

• Follow up with customers for pending documents or verification
• Track application status until approval or rejection
• Coordinate with operations team to resolve case issues

7. Field Discipline and Reporting

• Maintain daily field activity discipline
• Submit daily sales and activity MIS
• Update CRM or trackers accurately and on time

8. Market Intelligence and Feedback

• Collect competitor information from the territory
• Share customer feedback and market trends with management
• Identify opportunities for improving territory performance

9. Brand Representation and Ethics

• Represent company and bank brand professionally in the territory
• Maintain ethical selling and avoid mis-selling
• Protect brand reputation at all times

Job Type: Full-time

Pay: ₹15,000.00 - ₹35,000.00 per month

Benefits:

• Health insurance
• Provident Fund
• Work from home

Experience:

• franchisee Development : 1 year (Preferred)

Work Location: In person