Sales Officer

Company Description HDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd, established as a dedicated distribution arm to provide doorstep financial services to clients of the HDFC group. The company focuses on offering personalized financial management solutions to individuals. Its product portfolio includes Home Loans, Life Insurance, and General Insurance. HDFC Sales is committed to helping customers make informed financial decisions through professional guidance and convenient service delivery.

Role Description The Sales Officer role is a full-time, on-site position based in Mangaluru. In this role, the Sales Officer identifies and approaches prospective customers for home loans, life insurance, and general insurance products, and explains product features, benefits, and terms clearly and accurately. The role involves generating leads through field visits, referrals, and channel partners, maintaining relationships with customers, and providing consistent follow-up to close sales. The Sales Officer manages sales operations such as documentation, coordination with internal teams, and compliance with company policies, while delivering high-quality customer service and representing HDFC Sales in a professional manner.

Qualifications

• Strong customer service skills, with the ability to understand client needs and provide appropriate financial solutions.
• Proficiency in lead generation and prospecting through field activities, networking, and follow-up.
• Effective communication skills, including clear verbal and written interaction with customers and internal stakeholders.
• Experience in sales operations, including handling documentation, basic reporting, and working with sales processes and tools.
• Exposure to channel sales or working with partners, agents, or distributors to drive business growth.
• Ability to work in an on-site, target-driven environment and manage time efficiently.
• Basic understanding of financial products such as loans and insurance; prior experience in banking or financial services is an advantage.
• Minimum educational qualification: bachelor's degree or equivalent; fresh graduates and early-career professionals are encouraged to apply.