Business/market intelligence information collection

• Developing/conducting events and activities for improved

branding and customer awareness

• Connecting and developing better relationship for more

business from

o Builders

o AR

o DSA

Sales and MIS

management

• Adhering to the annual operating plans and target as decided

and agreed

• Ensuring monthly targets for branch/es and individual

members are achieved consistently through

o Conducting daily meetings to understand sales leads,

daily plans including customer/documentation related

challenges etc

Sundaram Home finance Limited Page 2 of 3

o Conducting periodical review meetings with team

members to understand sales funnel, prospect

management etc

o Prepare, review and present information/report

pertaining to

➢ Sales leads from different sources including

referrals, existing customers, AR, DSA, builders etc

➢ Sales generations for cross selling of other

Sundaram products

➢ Inflow and outflow of reports such as account

closure, account openings, FD renewal and

closures etc

➢ Monthly activity tracker for sales team

➢ Sales lead, pipelines, projections etc

➢ Monitor and review of DSR

• Monitoring and checking for the quality of leads and ensuring

customer quality is good

• Supporting the team to close deals wherever required by

visiting clients and or providing necessary inputs on how

appropriate products can be used for clients based on the

requirements and feasibility

• Ensuring audit compliance requirements are not compromised

by maintaining zero tolerance for non-compliance

• Supporting the audit team and providing clarifications for the

queries if any, ensuring audit requirements are managed

effectively.

• Ensuring documentation completeness and accuracy is

verified for all customers prior submitting the same for

appraisals

• Connecting with customers and ensuring the customer

onboarding has been smooth and build/maintain better

relationship

Branch/s

operations

• Overseeing the requirements for the facilities at the branch/es

• Coordinate with credit/technical/legal and recovery team for

providing clarifications and support whenever required

• Review of NPA, recovery, auctions identified accounts and

ensuring collection of 100% on a monthly basis

• Developing and ensuring effective portfolio for the branch is

managed

• Developing/managing plans for prepayment control for the

cases in the branch/s

People

management

• Assessing the manpower requirements for the branch/es and

plan for staff augmentation

• Planning, monitoring, reviewing and ensuring the team

members are achieving their monthly targets without

compromising on the quality of the files/proposals.

Sundaram Home finance Limited Page 3 of 3

• Conducting periodic meetings with the zonal heads to

review/track reports, performance, status etc

• Monitoring, developing and or supporting capability of team

members/ performance and provide timely feedback

• Providing necessary training including the policy, process and

product to team members and supporting them in acquiring

appropriate knowledge to deliver the required performance

• Administratively managing employee requirements including

managing employee absence, and leave for the members