Sales Officer – Home Loan
4 weeks ago
Roles & Responsibilities:
- Monitor and analyze Home Loan (HL) data to identify opportunities for cross-selling insurance, fixed deposits, and other products offered by HDFC Sales.
- Source open market business and achieve assigned targets.
- Stay up-to-date on company products and understand competition offerings to handle customer objections effectively.
- Conduct thorough customer profiling to understand their needs and recommend suitable investment and insurance options.
- Build strong relationships with Home Loan Executives to ensure joint calls and maximum attachments of files being disbursed.
- Develop a customer-centric approach to cross-sell other products based on their needs, managing their entire account.
- Collaborate with partner representatives to ensure seamless service delivery.
- Understand joint ownership and timely renewal of sourced business.
- Adhere to company processes and undergo training for compliance in selling various products.
- Maintain a professional appearance and organized sales kit.
- Embody a company-first attitude and demonstrate respect towards colleagues, seniors, and partners.
Location:
PAN India
Branch:
Experience:
0.6 year – 2 years
Salary Range:
As per industry standard
Functional Area:
Sales Officer
Employment Type:
Permanent
Desired Candidate Profile:
- Graduate from any stream
- Minimum 6 months of sales experience
- Prior experience in BFSI is an added advantage
- Open to travel
- Good communication skills
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