Lead Generator
Core
Proactive sales of Asset Based Finance products and provision of excellent customer service to retail customers.
Role type
Retail sales representative (Asset Based Finance)
Builds
Asset Based Finance loans and related bank products
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales performance, lead generation, customer service, financial analysis, account opening documentation, KYC compliance, anti-money laundering regulations
Preferred skills
none stated
Technologies
none stated
Responsibilities
Identify and meet customer needs through selling Asset Based Finance products, generate and convert quality leads into sales, complete account opening documentation and submit for review, resolve customer queries and complaints regarding loans, ensure accuracy of loan documents and customer files, comply with regulatory requirements and internal policies
Seniority
Individual Contributor