
Key Responsibilities:
1. Channel Support & Issue Resolution (Execution Backbone):
- Lead allocation errors / delays
- CRM or tech platform issues
- Login / documentation / disbursement bottlenecks
Coordinate with:
1. Tech teams
2. Ops teams
3. Cross-sell product teams to ensure quick resolution and minimal business disruption
2. Funnel Tracking & Performance Analysis:
Track end-to-end funnel:
1. Lead Contact Login Approval Disbursement
Identify:
1. Drop-offs at each stage
2. Channel-wise and product-wise performance gaps
- Generate actionable insights (not just reports)
3. Channel-Wise Deep Dives:
Analyze performance across:
1. Telecalling
2. Branches Operations
3. Field sales
4. Inbound contact center
- Answer key questions like:
1. Which channel works best for which product?
2. Which customer segments convert better via which channel?
3. Where is leakage happening?
4. Conversion Improvement Initiatives:
Identify and propose:
1. Funnel fixes
2. Process simplifications
3. Lead prioritization improvements
- Work with channel managers to implement and track impact
5. MIS, Dashboards & Reporting:
Build and maintain:
1. Daily performance dashboards
2. Weekly/monthly business reviews
- Ensure single source of truth for channel performance
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