• Achieve monthly KPIs assigned • Maintain standard performance to achieve top productivity and efficiency from systems as well as the product campaigns. • Ensure that all telesales activities are directed to meeting sales targets. • Ensure assigned card acquisition monthly targets are achieved • Ensure that there is no miss selling • Adhere to discipline and punctuality • Constant follow up with the customer. • Attend Daily team huddles & keep up to team commitments. • Monitor personal performance and align strategies to improve sales outcomes. • Follow verification policy – adhere to banking policies, procedures and regulatory requirements. • Update all the systems as per the call with the customer. • Achieve given targets on monthly basis. • Meet the KPI Targets set in term of card acquisition NTB/NTP. • Contact potential and existing customer via phone to introduce and promote banking products. • Understand the customer needs and recommend suitable banking solutions. • Cross-sell and upsell products to maximize revenue opportunities. • Process the request or offer given to the customer. • Handle all customer issues and resolve them at the earliest and highlight them to the TL. • Maintain all records of the approval, requests and reports handled. • Build and maintain strong relationships with customers. • Handle customer inquiries and provide detailed information about product services. • Address customer concerns and resolve complaints efficiently. • Compile daily and monthly reports and MIS for the team. • Ensure to meet 100% on control parameters and policy set by the bank audit team.

• Build and maintain pro forma models for potential acquisitions across multiple asset types and deal structures. • Analyze deal economics, including cash-on-cash returns, IRR, equity multiples, NAV impact, yield on cost, debt service coverage, and sensitivity to key assumptions. • Stress-test assumptions around rent growth, operating expenses, cap rates, exit timing, leverage, interest rates, hold periods, and capital needs. • Partner with acquisitions, asset management, finance, and leadership to translate deal terms, business plans, and market assumptions into clear model inputs. • Evaluate potential acquisitions across asset types such as multifamily, build-to-rent, mixed-use, value-add, and other residential-focused real estate opportunities. • Support capital structuring analysis, including debt assumptions, equity requirements, refinancing scenarios, and investor return profiles. • Maintain and update models as deals move through the pipeline, from initial screening through investment committee review and closing. • Review operating statements, rent rolls, market comps, loan terms, third-party reports, and other diligence materials to support underwriting assumptions. • Identify key risks, sensitivities, and value drivers in each deal and clearly communicate them to the team. • Summarize model outputs into clear investment memos, decision-support materials, and committee-ready presentations. • Support ongoing portfolio performance analysis, including actual-to-budget reviews, valuation updates, NAV-related analysis, and scenario planning. • Help improve our underwriting process, model templates, internal reporting, and investment committee materials as the team continues to grow.

• review payer policies that may impact reimbursement • researches provider manuals and documents for applicable reimbursement rules • coordinates projects and audits to improve processes related to revenue cycle • distributes communications and supports special projects as needed

• Develop and deliver technical training programs for contractors and branch teams focused on refrigerant recovery, handling, storage, and reclaim best practices • Serve as a subject matter expert on EPA regulations (e.g., Section 608), A2L refrigerant transition (R32, R454B), and compliance requirements • Translate refrigerant recovery and reclaim strategies into field-level execution playbooks that drive adoption and consistency • Partner with Sales and Operations to position refrigerant recovery and reclaim as a contractor profitability lever, including cost avoidance and efficiency gains • Support development and rollout of reclaim programs, including contractor engagement, incentive structures, and vendor coordination • Analyze refrigerant usage, recovery rates, and reclaim participation to identify performance gaps and improvement opportunities • Provide field feedback to influence pricing strategies, product positioning, and refrigerant portfolio decisions • Support branch and contractor readiness for regulatory changes and compliance audits, ensuring alignment with company policies • Collaborate with internal teams (EPO, Sales, Operations, Supply Chain) to drive process improvements that simplify recovery and increase participation rates • Assist in the creation of training materials, SOPs, digital tools, and field communications to scale best practices • Participate in pilot programs and innovation initiatives to enhance refrigerant lifecycle management and circular economy efforts