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Retail Assets

3 months ago

Dehra Dūn, Uttarakhand, India HDFC Bank Full time
Department

  • Retail Assets
  • LAS and EL
  • Job posted on


 Jul 19, 202
  • Employee Type
  • Permanent-Sales Vertical
  • Experience range (Years)
  • 1 year 3 years

Group Company:
HDFC Bank Limited

Designation:
Retail Assets
  • LAS and EL
- Sales Officer

Position description:

To acquire clients & constant engagement with the branches for lead generation and provide adequate support to the branch

Primary Responsibilities:

  • Branch Visit & Engagement:
  • Visit and manage the branches as assigned
  • Constantly engage with the RM, PB and other Branch staff to ensure maximum lead generation
  • Attend and ensure timely closure of the leads generated
  • Documentation collection and file login at Local Ops/RAOPS
  • Providing prompt service for any customer queries Pre and Post sales
  • Create LAS product awareness & Lead generation through various marketing activities like Pamphlet distribution through LAS Camps in Corporates, Loan Melas /carnival
  • Cross-Sell:
  • Cross sell of Asset and Liability: CASA & Fixed Deposit
  • Cross sell TPP products: Life and Non
  • Life Insurance
  • FTNR:
  • Login FTR files at Local Ops/RAOPS
  • Follow up with the Local Ops/RAOPS and ensure all cases are disbursed timely and not screwed towards the end of the month

Additional Responsibilities:

  • Any other task assigned by seniors from time to time.

Educational qualifications preferred
-
Category: Bachelor's Degree, Master's Degree

Required work experience
-
Industry: BFSI/Insurance

-
Role: Fresher/Sales

-
Years of experience: 1 to 3

Required Knowledge:

Work experience in the profile

Required Skills:

  • Good Team spirit
  • Convincing and Influencing skills
  • Time Management
  • Good communication skill

Other:

  • Reporting Designation: Sales Manager
  • LAS
  • Reporting Department-Sub BU: Retail Assets
  • LAS and EL

Specific requirements
-
Travel: Customer Visits

**Other details