Retail Assets

3 weeks ago

Dehra Dun, India HDFC Bank Full time

Department
- Retail Assets - LAS and EL
- Job posted on
- Jul 19, 2023
- 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

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