Sales Officer Home Loans
2 months ago
Role: Sales Officer (HomeLoans)
Purpose:
Your job isto find new customers for home loans maintain good relationshipswith them and ensure you meet your areas salestargets.
What Youll Do:
1. MapYour Area:
Regularly walk through your assigned area tounderstand it better.
Find new customers and keep yourboss updated on your progress.
2. BuildRelationships:
Stay in touch with all your sources (likebrokers or agents) and build good relationships.
Makesure they meet the sales goals set by thecompany.
3. Keep Records:
Write downyour sales activities and track your progress daily.
Ensure your reports are accurate and up todate.
4. Find New Partners:
Identifyand bring on new channel partners (like agents) who can help youget more customers.
Ensure they meet the companysstandards.
5. Know Your Products:
Understand everything about HDFC home loan products and whatcompetitors offer.
Help customers with the loan processand ensure all documents are correct.
Handle anyquestions or concerns customers have.
6. CustomerRelationships:
Keep customers happy by building andmaintaining strong relationships with them.
7.Daily Meetings:
Attend daily team meetings to discussyour progress and plan your work.
What YouNeed:
Essential Skills:
People Skills:Be good at talking to and understanding people.
Planning:Know your area well and plan your visits effectively.
Selling Skills: Be confident in convincing customers and handlingtheir concerns.
Helpful Skills:
Creativity: Think of new ways to solve problems.
CustomerService: Always think about how to help the customerfirst.
Logical Thinking: Use common sense to makedecisions.
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