A Naukri Group company
LoginHire Local Staff
A Naukri Group companyLoginHire Local Staff
19,000 - 22,000 /month
Hdfc Bank
Field job
Thubarahalli, Bangalore
0 - 6 months Experience in Field Sales
Full Time
Role and Responsibility:
Business Targets: Achievement of business targets for all financial products as defined and
agreed upon.
o Meet customers to sell all financial products
o Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC
Limited
o Influence customers to buy FD who have no prior HDFC Deposit relationship.
o Ensure proper customer profiling on each call / customer visit, to identify and understand
his/her needs and accordingly recommend investment and Insurance options.
o Obtain appropriate documents / information from the client and ensure the forms are
duly completed before logging the sale.
o Communicate the necessary details to the customers for the products being bought by
them.
o Ensure sale is completed through / in line with the defined sales process.
o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)
o and appropriate open market share for all products (PAR / ULIP / Non Par).
o Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM
representatives).
o Closely monitor the HL data of the HL executives mapped to maximize the business
opportunities.
o Ensure maximum joint calls with each HL executive mapped.
