Sales Officer - Home loan

Position

Location

Address

Date

Time

Note - This is a sales role and requires field work.

Role - Sales Officer (Home Loans)

Purpose:

1. Area/ Geography Mapping.

Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.

Knowledge, Skills & Functional Competency

• Knowledge of the entire geography.
• Ability to plan and map the allocated geography into areas/lane to lane.
• Ability to use tools and resources to identify potential sources.

1. Source Relationship Management.

Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.

Knowledge Skills & Functional Competency

• Ability to understand the potential and ensure the expected LSR, SLR and MS of the source.
• Knowledge and ability to use various tools which can be utilized to improve relationship and ratios.

1. Maintain Reports

Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities.

Knowledge, Skills & Functional Competency

• Knowledge of various reports to be maintained
• Ability to capture data in the prescribed format
• Ability to understand and perform all functions of diary

1. Channel Partner Recruitment

Responsible for identification of channel partners

Knowledge, Skills & Functional Competency

• Knowledge of BSA empanelment process.
• Ability to identify the potential channel partner
• Ability to identify whether the BSA falls within the norms and category defined.

1. Team Huddle

Responsible for attending team huddle on a daily basis as per the set process

Knowledge, Skills & Functional Competency

• Knowledge of daily morning huddle process
• Ability to provide data in the prescribed format based on business requirements.

1. Customer Relationship Management

Responsible for enhancing the customer experience by developing and maintaining relationship with customers

Knowledge, Skills & Functional Competency

• Knowledge of all products of HDFC and competition
• Ability to sell products and provide required services to customers
• Knowledge of KYC documentation
• Knowledge of legal documentation and technical process
• Knowledge and ability to use sales kit
• Ability to analyse credit document and derive eligibility
• Ability to handle objections.

Qualification - Graduation / Post Graduation (Any Stream)

Preferred candidates :- Minimum 1 year experience in any sales;(Preferred BFSI Sales)

Freshers Female candidates are preferred (vehicle is exceptional for female candidates).

HR SPOC Mr Anmol Pratap Tomar

anmolptomar@hdfcsales.com

Carry your updated resume and dress code formals.