Group Company: HDFC Bank Limited
Designation: Business Enhancement Unit-Field Sales Officer
Position description: To meet the business targets set for the Month / Year and maintain productivity benchmarks, Quality and adhere to process.
Primary Responsibilities:
- Target v/s Achievement :- The prime KRA is to meet the business targets set for the Month / Year and maintain productivity benchmarks.
- Ensure file pickup & sales closure
- Quality Management : - Understanding the exact customer's needs & selling the right product to the customer.
- Effective interaction / communication to be done with customer.
- Field Sales Officer to work on the feedback shared by the supervisor / training & quality manager on the quality of appointment fixed & communication with customers.
- Cross sell different banks products to the customer as per the requirement.
- Ensure adherence to the processes laid down for call management, lead management, database management and customer management.
- Attend the Product, soft skills, process training programs and refreshers through SCC & product teams.
- Process Management : - Follow the process & adhere to the guidelines of the Channel.
- Code of Conduct and other compliances to be followed strictly as downloaded during trainings and at regular team meetings.
- Adhering to the required system login.
- Maintain business Productivity.
- Ensure adherence to management guidelines to eliminate / minimize customer complaints related to misinformation / misrepresentation.
- Adhere to the business performance in terms lead management, appointments fixed, business in hand, logins, disbursements, hygiene parameters - complaints and sourcing mix.
Additional Responsibilities:
- Any other task assigned by seniors from time to time.
Required work experience
- Industry: BFSI
- Role: Fresher/Sales
- Years of experience: 0 to 1
Required Competencies:
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Communication
- Knowledge of Competition & Current trends in financial Industry.
Required Skills:
Graduate and Post-Graduate
Other:
- Reporting Designation: Sales Manager
- Reporting Department-Sub BU: Business Enhancement Unit
Other details
