Making recommendations on sales related issues by developing, analyzing and maintaining local office, area and region office sales and statistical reports, which determine the growth opportunities, effectiveness of sales efforts and competitiveness.
Providing information on the benefits/value of Caterpillar Financial products and finance/lease rate quotations to dealers, end-users and internal staff.
Assisting Caterpillar dealer personnel, Territory Managers MPCs and OEMs with alternative quotations and requests.
Assisting in the development, maintenance and execution of Caterpillar driven merchandising programs and may assist dealers with using these programs.
Prepares transactions for documentation and gathering income information of customer in order to analyze fundamental cash flow to credit approval process.
Co-ordinate for closing financial transaction.Perform the all process of financial products quoting, analysis, customer interaction and resolution.