HDFC BANK (sales Officer)

Workart HR Solusion

kpa & activities:

1. business targets: achievement of business targets for all financial products as defined and agreed upon.

• meet customers to sell all financial products

• meet & counsel walk -in & dsa customers who have been referred to him / her by hdfc limited

• influence customers to buy fd who have no prior hdfc deposit relationship.

• ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and insurance options.

• obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.

• communicate the necessary details to the customers for the products being bought by them.

• ensure sale is completed through / in line with the defined sales process.

• maintain product mix across types of loans / value of loans ( eqt, housing, etc)

and appropriate open market share for all products ( par / ulip / non par).

• co-ordinate for all claims processing (with the help of tm/ asm/ coordinators / sm representatives).

• closely monitor the hl data of the hl executives mapped to maximize the business opportunities.

• ensure maximum joint calls with each hl executive mapped.

• ensure that all reports are created and maintained in a timely manner (dsr, sales dairy, etc.)

• ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.

• be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.

• be updated with the latest product features to enhance his / her selling abilities

• ensure all desired matrix and business composition (persistency, funded, non funded, etc.) are met

2. relationship building:

• manage relationship with hl executives mapped to him / her.

• maintain good relations with hdfc limited

• maintain good relationship with channel partners & dsa

• build relationship with the assigned / so

• Experience

  0 - 1 Years

• No. of Openings

  50

• Education

  Any Bachelor Degree

• Role

  Sales Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office