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Sales Officer


Adidar Consulting Private Limited


Location

Mumbai | India


Job description

Industry Type
Banking & Financial Services Privately Held
Company Size Founded
5000 plus 2004

HDFC Sales is a wholly owned subsidiary of HDFC Ltd. The company has been floated as
a distribution arm of HDFC with an objective of offering quick and easy service to
prospective clients of HDFC group. HDFC Sales offers financial management solutions to
individuals encompassing among other products like Home Loans, Life Insurance,
Mutual Funds and Fixed Deposits
HDFC Sales values integrity, commitment, teamwork and excellence in customer service.
Our most valuable assets are our Human Resources. We are truly proud that today we
have a highly motivated team of sales persons.
We're in the business to serve customers. 'Service' is our value. The Sales officer is
closest to the customer and is placed at the top and his managers are placed at the
bottom.The manager is a facilitator spearheading team effort. The entire hierarchy is to
facilitate the level above him so that customer servicing is done well.
At HDFC Sales Pvt.Ltd. we have the below mentioned divisons and respective
products/functions that assess your current financial liabilities and investment
objectives to arrive at the optimum investment mix that will help you cover your
liabilities and achieve your financial goals.
Home Loans: LAP (Loan Against Property), Mortgage Services
Financial Services: Life Insurance, General Insurance, Fixed Deposits, Mutual Funds
Learning & Development: Induction, Product knowledge & Training, Sales Training,
Lead Management System: Operations, Dailer Managemet, Quality
Support Staff: Marketing, Customer care, Operations

Eligibility Criteria:

MBA/PGDM/MMS
Graduates: (Any stream)
Job description:
1. 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 progress to reporting manager during team huddle.
2. Source Relationship Management:
Responsible for managing the relationship with all sources assigned and
identified by him in his geography/area.
3. 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.
4. Channel Partner Recruitment:
Responsible for identifying the need for appointment of a channel partner
5. Team Huddle:
Responsible for attending team huddle on a daily basis as per the set process.
6. Customer Relationship Management:
Responsible for enhancing the customer experience by developing and
maintaining relationship with customers.
7. Completion of File:
Responsible for submission of complete application form, documentations and
information


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