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Job Title:
Sales Officer-Retail Assets-LAS and EL
Job Details:
Business Unit (PA): Retail Assets - LAS and EL
Team: Retail Assets - LAS and EL
Reports to (job): Sales Manager – LAS
Location of Role: PAN India
Job Fn: Sales Officer
Role Type: Individual
No of direct reportees: 0
Travel Required: Customer Visits
Job Band Range: S1 & S2
JD Created date: 16-Aug-14
JD Updated date: 14-May-24
Version No: 1.1
Job Purpose:
Provide adequate support to branches by timely updating leads shared by them.
Job Responsibilities:
Primary Responsibilities (Productivity Benchmark):
Acquire new LAS & EL clients and meet monthly productivity benchmarks.
Speak and follow up with existing LAS customers for enhancement cases.
Call clients daily for reminders and follow-ups.
Branch Visit & Engagement:
Visit and manage assigned branches.
Constantly engage with RM, PB, and other Branch staff for maximum lead generation.
Attend and ensure timely closure of generated leads.
Documentation collection and file login at Local Ops/RAOPS.
Provide prompt service for any customer queries Pre and Post sales.
Create LAS product awareness & lead generation through marketing activities like pamphlet distribution via LAS Camps in Corporates, Loan Melas/carnivals.
Cross-Sell:
Cross-sell Asset and Liability products: CASA & Fixed Deposit.
Cross-sell TPP products: Life and Non-Life Insurance.
FTNR:
Login FTR files at Local Ops/RAOPS.
Follow up with Local Ops/RAOPS to ensure timely disbursement of cases, avoiding end-of-month delays.
Educational Qualifications:
Graduate and Post Graduate with a minimum of 50% Marks.
Key Skills:
Good Team spirit
Convincing and Influencing skills
Time Management
Good communication skill
Experience Required:
1 to 3 Years
Major Stakeholders:
Entire Sales Vertical /Operation/Policy team
Branch Banking Team
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 10 - 20 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a RBB-Cluster Head at HDFC Bank.
This role requires around 10 - 20 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.