1 Lead Generation & follow-up -Promotional activities (Eg: Loan Mela, Demo, Campaign, Customer meet etc.) -Cold Calling (Referral /Existing Customer) Contract & Need Assessment uct & soft offering to the lead -Product Introduction & FAB explanation -Competitive advantage -Referral Selling 4 Commercial :- -Price Negotiation -Issuing Quotation -Pitching Finance option -Follow up & deal closing -Documentation & case processing cle delivery & Follow-up taining Pipe line tracker 7. Responsible for all prices quotation given to the customer (within limits). 8. Ensure test drive and demo are given to all customer. 9. To send a daily report as per reporting format for the Manager. 10. Ensure Customer Docket is opened during booking. 11. Greet the customer 12. Maintain Honesty and integrity in his /her dealing so as to gain trust and build long term relationship with customer. 13. Should have clear understanding about various schemes and products (PMIPL as well as Competitions).
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