Sales Officer
2 days ago
**Role: Sales Officer - Home LoansPurpose of the Job**
Your main job is to meet sales targets by finding new leads in your area, building strong relationships with those leads (sources), and keeping your area active and productive.
**Key Responsibilities (What you’ll do)1. Area/Geography Mapping**
- Regularly visit and understand every lane and area assigned to you.
- Find new people or businesses who can give you home loan leads.
- Keep your manager updated on your progress during team meetings.
**What you need to know**:
- Know your area well.
- Be able to plan and divide your area for better coverage.
- Use tools like maps, data, and apps to find new sources.
**2. Source Relationship Management**
- Build and maintain a good relationship with people (sources) who give you leads.
- Make sure you get quality leads from them.
**What you need to know**:
- Understand which sources have the most potential.
- Use tools to improve your relationship and performance with them.
**3. Maintain Reports**
- Keep records of your sales and daily work in the company’s format.
- Maintain a daily diary of your activities.
**What you need to know**:
- Understand what reports need to be filled.
- Fill in data correctly and regularly.
- Follow the diary format.
**4. Channel Partner Recruitment**
- Identify and bring in new channel partners (people or companies who help get customers).
**What you need to know**:
- Know how the partner recruitment (BSA) process works.
- Be able to judge whether a person or business fits the company's partner criteria.
**5. Team Huddle**
- Join the daily team meeting every morning and share your updates.
**What you need to know**:
- Understand the team meeting process.
- Share your daily data properly.
**6. Customer Relationship Management**
- Make sure your customers are happy.
- Maintain long-term relationships and provide them with the right products and services.
**What you need to know**:
- Know about all HDFC home loan products and how they compare to others.
- Know how to explain and sell these products.
- Understand KYC (ID/address proof) and legal documents.
- Use the sales kit provided.
- Understand credit documents and check if the customer qualifies.
- Handle customer questions or objections confidently.
**Skills RequiredMust-Have Skills**
- **People Skills** - Good at talking to and managing customers and sources.
- **Planning** - Can organize work and plan how to cover your area effectively.
- **Selling Skills** - Can convince customers and handle objections.
**Good-to-Have Skills**
- **Creativity** - Think of new ideas to improve sales or customer service.
- **Service-Oriented Thinking** - Focus on helping the customer, not just selling.
- **Logical Thinking** - Use reasoning to solve problems or answer customer questions.
Pay: ₹12,000.00 - ₹23,000.00 per month
Work Location: In person
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