Sourcing for Hsl- Sales Officer

1 week ago

Bengaluru Karnataka, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Sourcing for HSL- Sales Officer

**Position description**: Forms /documentation checking & affixing the Branch inward stamp & verifying on flexcube & aadhaar site.

**Primary Responsibilities**:

- a. Form / documentation checking
- The RPA will thoroughly check the form for client signature and accuracy of form filling.
- They will also check if the supporting documents are properly attested by the client and the SO. They will cross verify the details in the form with the copy of PAN card and address proof.
- b. Branch Inward - Once form checking is complete they will affix the Branch inward stamp.
- c. Flex Cube check - To check whether name on form matches with the name in Flex cube. Signature on form tallies with Flex cube.
- Whether client is first holder in the given savings account and has been given net banking rights. The RPA will also check if account is funded adequately to meet the account opening charges
- d. Aadhaar site check - Whenever a copy of Aadhaar card is provided as address proof by the client, the RPA will verify the copy against the Aadhaar site and take a print out of the same.

**Additional Responsibilities**:

- e. CRM login - Before forwarding the form to the WBO operations team for FTS, the RPA will enter the form in CRM for lead creation
- f. Dispatch of rejected forms - All forms that have been returned by the WBO operations team to the RPA due to any discrepancy,
- where the discrepancy could not be resolved during the hold period or without client intervention, will be dispatched back to the sourcing channel.
- g. Form authorization - Once the RPA is fully assured of the correctness of the form, they will authorise the form and forward the same for account opening.
- h. Remedying FTNR forms - The RPA will follow-up with the respective SO/ASM for curing of the forms on hold / rejected forms.

**Educational qualifications preferred**
- **Category**: Bachelor's Degree, Master's Degree

**Required work experience**
- **Industry**: BFSI
- **Role**: Operations
- **Years of experience**: 0 to 3

**Key Performance Indicators**:
1) Timely & Accurate Form Verifications

2) Ensure FTR

3) CRM Entry/ Process adherence

4) System Validations

**Required Competencies**:
1) Self-motivated

2) Confidence

2) Active Listening

**Required Knowledge**:
Detailed understanding on Policies, Process & Products

**Required Skills**:
1) Process Adherence

2) Time Management

3) Technical Proficiency

4) Data Processing skills

**Other**:
Reporting Designation:

- Functional - HSL Area Sales Manager
- Administrative - Local WBO Head

Reporting Department-Sub BU: WBO

**Other details

  • Sales/ Closing/ Sourcing

    2 weeks ago

    Bengaluru, Karnataka, India Thrivibe Full time

    **About the Role** We are seeking a dynamic and results-driven professional to join our team as a **Sourcing OR Sales Closing Executive**. In this role, you will be responsible for identifying potential property buyers, sourcing leads, nurturing client relationships, and successfully closing sales transactions. **Key Responsibilities** - **Lead Sourcing &...

  • Sales Officer

    1 week ago

    Bengaluru, India HDFC Sales Pvt Ltd Full time

    Designation: Relationship Officer Mortgage Sales Role/Functional Area: Sales/Business Development Experience: 0.6 year - 6 years - **Roles & Responsibilities**:_ Area/ Lane /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...

  • Field Sales Officer

    2 weeks ago

    Bengaluru, India HDFC Sales Pvt Ltd Full time

    Designation: Relationship Officer Mortgage Sales Role/Functional Area: Sales/Business Development Experience: 0.6 year - 6 years - **Roles & Responsibilities**:_ Area/ Lane /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...

  • Sourcing Executive

    4 days ago

    Bengaluru, Karnataka, India HSJB Global Full time

    **Urgent Opening in Education Industry!!!** **SOURCING EXECUTIVE** Location : Bangalore Experience: Min 2+ year of experience in Sales Recruitment **Specialized knowledge in recruitment, campus hiring & mass hiring** Qualification: Graduation **Salary: upto 40,000** **Job purpose** Utilize various sourcing methods including college partnerships,...

  • Sales Officer

    2 weeks ago

    Bengaluru, Karnataka, India Marconix Sales Solutions Pvt. Ltd. Full time

    **Sales officer** - Ramco industries. **Company**: On behalf of **Ramco Cements Ltd.** **Reporting To**: Area Sales Manager (ASM) - Ramco (Respective City/Region) **Key Responsibilities**: - Promote and sell **Ramco Cement sheet** and **Ramco Metal Roofing Sheets** to retail outlets, contractors, builders, and construction professionals. - Conduct...

  • Home Loan Sales Officer Required

    1 week ago

    Bengaluru, India HDFC Sales Pvt Ltd Full time

    Designation: Relationship Officer Mortgage Sales Role/Functional Area: Sales/Business Development Experience: 0.6 year - 6 years - **Roles & Responsibilities**:_ Area/ Lane /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...

  • Relationship Officer

    1 week ago

    Bengaluru, India HDFC Sales Pvt Ltd Full time

    Designation: Sales Officer Mortgage Sales Role/Functional Area: Sales/Business Development Experience: 0.6 year 3 years Roles & Responsibilities: Area/ Lane /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...

  • Relationship Officer

    1 week ago

    Bengaluru, India HDFC Sales Pvt Ltd Full time

    Designation: Sales Officer Mortgage Sales Role/Functional Area: Sales/Business Development Experience: 0.6 year 3 years Roles & Responsibilities: Area/ Lane /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...

  • Sourcing & Creative Administrator

    2 weeks ago

    Bengaluru, Karnataka, India Ultrafly Solutions Private Limited Full time

    **Job Title**: Sourcing & Creative Administrator **Reports to**: Direct Sourcing & Design **Purpose of the role**: The Sourcing & Creative Administrator will provide support to our buyers in the Direct Sourcing team and the Head of Supply Chain. As well as this the Administrator will take on ad hoc admin tasks for the Design Team, supporting their creative...

  • International Sales Process

    1 week ago

    Bengaluru, India BRIGHT E SOURCING Full time

    Greetings From Bright E-Sourcing We have excellent openings for **International Sales Process** Skills Required: Qualification: Graduate Experience : 2 -- 4 Years of Experience in International Voice Sales Process Salary : 20000 -- 32000 Shift: Rotational shift (Night Shift) Location: Kalyan Nagar ( Bangalore ) Required Skills: - Outbound cold calling...