
Sales Officer Banking
4 days ago
**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
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