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Job Description
Follow up on Auto Finance applications received via WhatsApp for approval and disbursal.
• Promote sales growth and customer acquisition through the WhatsApp platform as a new channel.
• Provide prompt support and resolution for customer inquiries related to WhatsApp-based applications.
• Track and follow up on application approvals with RCD.
• Process activities that require manual intervention, including DDA setup, vehicle mortgage, and dealer
payments...etc), manually process.
• Communicate with customers to obtain any missing documents or information required for application
processing.
• Follow up with customers whose applications require clarification by RCD or RAO, or any other
supporting channel.
• Re-engage customers who dropped off during the initial WhatsApp journey and assist them in resuming
their Auto Finance application.
• Coordinate with both franchised and non-franchised dealers for LPO acceptance, disbursal documentation, and payments
•Liaise with Dealers and RAO to resolve payment delays and ensure timely disbursals.
• Maintain and share daily MIS reports with the product team for performance tracking.
• Maintain organized records of all documentation in line with the bank’s SOPs to support audits and
compliance reviews.
• Participate in training and development programs to bridge skill gaps and stay informed about product
offerings.
• Perform any additional tasks or responsibilities assigned by the line manager as required.
Competencies/Skills
Diploma (Bachelor’s degree preferred)
Minimum 2-3 years’ relevant experience or in Sales Function (preferably in bank/Financial institution)
• Customer Relationship Management
• Advanced Retail Banking Products/Services Operations Management
• Banking Products, Services and Operations Knowledge
• Regulatory and Compliance Knowledge
• Intermediate Sales Channel Management
• Intermediate Retail Credit Policy and Parameters – Advanced
• MIS Generation and Analytics
• Regulatory and Compliance Knowledge
• Sharia Principles of Islamic Finance