Field Sales Officer

Role - Sales Officer (Home Loans) 

Purpose: Will be responsible for meeting targets, identify new sources from assigned geography, and maintain good relationship with sources, achieving efficiency of assigned geography and sources there by achieving the desired productivity expected by the company.

Job description:

1. Area/ 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.

Knowledge, Skills & Functional Competency 

• Knowledge of the entire geography.

• Ability to plan and map the allocated geography into areas/lane to lane.

• Ability to use tools and resources to identify potential sources.

2. Source Relationship Management. 

Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.

Knowledge Skills & Functional Competency 

• Ability to understand the potential and ensure the expected LSR, SLR and MS of the source.

• Knowledge and ability to use various tools which can be utilized to improve relationship and ratios.

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.

Knowledge, Skills & Functional Competency

• Knowledge of various reports to be maintained 

• Ability to capture data in the prescribed format

• Ability to understand and perform all functions of diary

4. Channel Partner Recruitment

Responsible for identification of channel partners

Knowledge, Skills & Functional Competency

• Knowledge of BSA empanelment process.

• Ability to identify the potential channel partner

• Ability to identify whether the BSA falls within the norms and category defined.

5. Team Huddle

Responsible for attending team huddle on a daily basis as per the set process

Knowledge, Skills & Functional Competency

• Knowledge of daily morning huddle process

• Ability to provide data in the prescribed format based on business requirements.

6. Customer Relationship Management

Responsible for enhancing the customer experience by developing and maintaining relationship with customers

Knowledge, Skills & Functional Competency

• Knowledge of all products of  HDFC and competition

• Ability to sell products and provide required services to customers

• Knowledge of KYC documentation

• Knowledge of legal documentation and technical process

• Knowledge and ability to use sales kit

• Ability to analyse credit document and derive eligibility

• Ability to handle objections

Behavioral Competencies 

                                                     Must Have

1. Interpersonal Skills Customer Relationship Management, Source Management 

2. Planning Geography Mapping, Sales Management

3. Selling Skills Conversions, Handling Customer Objections

                                                          Good to Have

1. Creativity

2. Working from Service perspective

3. Logical ReasoningRole - Sales Officer (Home Loans)

Purpose: Will be responsible for meeting targets, identify new sources from assigned geography, and maintain good relationship with sources, achieving efficiency of assigned geography and sources there by achieving the desired productivity expected by the company.

Job description:

1. Area/ 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.

Knowledge, Skills & Functional Competency

• Knowledge of the entire geography.

• Ability to plan and map the allocated geography into areas/lane to lane.

• Ability to use tools and resources to identify potential sources.

2. Source Relationship Management.

Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.

Knowledge Skills & Functional Competency

• Ability to understand the potential and ensure the expected LSR, SLR and MS of the source.

• Knowledge and ability to use various tools which can be utilized to improve relationship and ratios.

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.

Knowledge, Skills & Functional Competency

• Knowledge of various reports to be maintained

• Ability to capture data in the prescribed format

• Ability to understand and perform all functions of diary

4. Channel Partner Recruitment

Responsible for identification of channel partners

Knowledge, Skills & Functional Competency

• Knowledge of BSA empanelment process.

• Ability to identify the potential channel partner

• Ability to identify whether the BSA falls within the norms and category defined.

5. Team Huddle

Responsible for attending team huddle on a daily basis as per the set process

Knowledge, Skills & Functional Competency

• Knowledge of daily morning huddle process

• Ability to provide data in the prescribed format based on business requirements.

6. Customer Relationship Management

Responsible for enhancing the customer experience by developing and maintaining relationship with customers

Knowledge, Skills & Functional Competency

• Knowledge of all products of HDFC and competition

• Ability to sell products and provide required services to customers

• Knowledge of KYC documentation

• Knowledge of legal documentation and technical process

• Knowledge and ability to use sales kit

• Ability to analyse credit document and derive eligibility

• Ability to handle objections

Behavioral Competencies

Must Have

1. Interpersonal Skills Customer Relationship Management, Source Management

2. Planning Geography Mapping, Sales Management

3. Selling Skills Conversions, Handling Customer Objections

Good to Have

1. Creativity

2. Working from Service perspective

3. Logical Reasoning

• It is a Full Time फील्ड सेल्स job for candidates with 1 - 6+ years Experience.

More about this Field Sales Officer job

1. What is the eligibility criteria to apply for this Field Sales Officer job?
   Ans: The candidate should be ग्रेजुएट आणि त्याहून अधिक and above with 1 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹25000 - ₹30000 दरमहा + इनसेन्टिव्ज that depends on your interview. It's a फुल टाईम job in Mumbai.
3. How many working days are there for this Field Sales Officer job?
   Ans: This Field Sales Officer job will have 6 working days.
4. Are there any charges applicable while applying or joining this Field Sales Officer job?
   Ans: No, there is no fee applicable for applying this Field Sales Officer job and during the employment with the company, i.e., HDFC SALES.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Field Sales Officer role?
   Ans: There is an immediate opening of 10 Field Sales Officer at HDFC SALES
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this फील्ड सेल्स job.
8. What are the timings of this Field Sales Officer job?
   Ans: This Field Sales Officer job has 09:00 AM - 06:00 PM timing.