Sales Officer Banking

1 week ago


New Delhi, India Raghav IT Solution Service Full time

**Job description: Roles and Responsbility**

**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.

**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.

**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

**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.

**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.

**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

**Salary**: ₹20,000.00 - ₹25,000.00 per month

Day range:

- Monday to Friday

Shift:

- Day shift

Ability to commute/relocate:

- New Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Master's (preferred)

**Experience**:

- total work: 5 years (preferred)

**Language**:

- English (preferred)

Work Location: In person


  • Banking Sales Officer

    3 weeks ago


    Delhi, Delhi, India Tekpillar Full time

    India's Leading Bank is searching for a rockstar Banking Sales Officer to join our dynamic Retail Branch Banking team! You'll be the face of the bank, building relationships and guiding customers towards the perfect banking solutions. **What you'll do**: - Help people open new accounts (savings, current, etc.) - Recommend the right banking products (loans,...


  • Delhi, Delhi, India LoudHR Full time

    We're looking for a driven and personable Banking Sales Officer to join our Retail Banking department! You'll play a pivotal role in building relationships, understanding customer needs, and recommending the perfect financial products and services to help them achieve their goals. **Responsibilities**: - **Customer Acquisition**: Proactively identify and...


  • New Delhi, India Dreams Solution Full time

    Hiring for Dreams Solutions - From 1 to 6 year(s) of experience ₹ 1.75-4.25 Lacs P.A. - New Delhi,Delhi, Delhi / NCR**Role & responsibilities** Introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment - Ensure sourcing of quality current accounts in terms of product mix, segments and constitution...


  • Delhi, Delhi, India LoudHR Full time

    We are seeking a highly motivated and results-oriented Retail Sales Officer to join our dynamic team in the Retail Banking Department. In this pivotal role, you will play a key role in driving branch performance and building strong client relationships. **Responsibilities**: **Develop and Manage Client Relationships**: - Proactively acquire new customers...


  • Delhi, Delhi, India LoudHR Full time

    **We are looking for a passionate and driven Branch Sales Officer to join our dynamic Retail Banking Department!** In this exciting role, you will be the face of our bank, playing a key role in driving customer acquisition and product sales. You will be responsible for building relationships with potential and existing clients, understanding their financial...

  • Accounts Officer

    2 months ago


    Delhi, India ULTRA SALES Full time

    Accounts Officer will be responsible for the following: 1- Sales/Purchase invoicing 2- Ewaybill 3- Data entry for all miscellaneous expenses 4- Bank reconciliation 5- Party wise account reconciliation 6- Coordinating our CA for financial returns **Salary**: ₹11,147.76 - ₹15,000.00 per month Schedule: - Day shift Ability to commute/relocate: -...


  • New Delhi, India Tata AIA Life Insurance Full time

    JOB DESCRIPTIONA.Position OverviewPosition TitleCluster ManagerDepartmentIDFC FirstLevel/ BandManager - 401Role Summary:-Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business-Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch managers-Guide and support team to ensure...


  • Delhi/ NCR, India TekPillar Full time

    Apply for Retail Sales Officer In The Banking, Tekpillar in Delhi/ NCR ,Noida/ Greater Noida ,Faridabad ,Gurgaon ,Ghaziabad for 1 - 6 Year of Experience on


  • Delhi/ NCR, India TekPillar Full time

    Apply for Retail Sales Officer In The Banking, Tekpillar in Delhi/ NCR ,Noida/ Greater Noida ,Faridabad ,Gurgaon ,Ghaziabad for 1 - 6 Year of Experience on TimesJobs.com.

  • Banking Officer

    2 months ago


    Delhi, India JustHR Full time

    Banking Officer in Delhi - 0 to 5 yrs Expereince **Key / Primary Responsibilities of the Role** - List the primary deliverables - Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area - Ensure acquisition of high quality savings accounts in terms of product mix, segments and...

  • Cluster Sales Manager

    3 weeks ago


    new delhi, India Tata AIA Life Insurance Full time

    JOB DESCRIPTION A. Position Overview Position Title Cluster Manager Department IDFC First Level/ Band Manager - 401 Role Summary : -Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business -Visit zones and regions - interact with Zonal Officers, Cluster Officers...

  • Sales Officer

    3 weeks ago


    New Delhi, India The Nextup Solution Full time

    **Position **Sales Officer - Gold Loan **Function **Sales **Job Purpose**: Sales Officer Gold Loan is a customer-facing professional whose primary responsibility is to source Gold Loan Customers from Open Market through marketing activities, cold calls & references. Also, they need to work closely with the branches and convert the branch leads for Gold...

  • Business Promotor

    3 weeks ago


    Delhi, India Plan your world.com Full time

    Hiring For Relationship Officers and Bank Officers. **Relationship Officer**: Should have at least 1+ years of Banking Experience **Bank Officer** 1+ years of work experience in Sales (Banking, Telecom, Pharma, Payment Banks, and Direct Sales) Freshers are also invited **Please refer profiles below criteria**: - Can consider profiles from the...


  • New Delhi, India Inter space Sales associates Full time

    SALES OF CREDIT CARDS ALL BANKS HDFC, YES BANK, AU BANK, INDUSN, SBI BANK, HSBC, RECQUREMENT OF TELCALLER FEMAILS **Salary**: ₹12,500.00 - ₹25,000.00 per month **Benefits**: - Cell phone reimbursement Shift: - Day shift Supplemental pay types: - Performance bonus Travel requirement: - No travel Ability to commute/relocate: - New Delhi, Delhi:...


  • Delhi, India Next Vision Technologies Full time

    we are hiring for renowned Bank for Field Sales Role Its direct payroll job of Bank only Location - Delhi, Gurgaon, Ghaziabad Should be Graduate Should be comfortable with field sale Freshers also can apply Exp - minimum 6 months in Sales role **Job Types**: Full-time, Regular / Permanent **Salary**: ₹15,000.00 - ₹30,000.00 per...


  • New Delhi, India HDFC Sales Private Limited Full time

    Roles & Responsibilities: To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company...


  • New Delhi, India HDFC Sales Private Limited Full time

    Roles & Responsibilities: To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company...


  • new delhi, India HDFC Sales Private Limited Full time

    Roles & Responsibilities: To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the...


  • new delhi, India HDFC Sales Private Limited Full time

    Roles & Responsibilities: To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the...


  • Delhi, Delhi, India Corporate Resources Full time

    Job Description a) Acquisition of Current and Savings Account in the identified segment and reference generation from the specified catchment area b) Ensuring high quality of customer acquisition in terms of constitution, product and segment mix c) On-boarding and activating customers on Digital Platforms d) Assist Senior Sales Manager in catchment...