Field Sales Executive

AK FUSION AND CREATION; Ghaziabad District; On-site; INR 300,000 - 500,000; Full time

Job summary

A financial services company in Ghaziabad is looking for a Sales Officer specializing in Home Loans. The role involves mapping assigned geographical areas, managing relationships with sources, and maintaining comprehensive sales reports. Candidates should have strong relationship management skills and knowledge of the BSA empanelment process.

Qualifications

• Ability to plan and map assigned geography.
• Knowledge of BSA empanelment process.
• Ability to analyse credit documents.

Responsibilities

• Manage relationships with sources in assigned geography.
• Maintain sales reports and related activities.
• Identify and recruit potential channel partners.

Skills

Knowledge of geography

Relationship management

Customer service skills

Job description

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

• 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.

• Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.

• 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.

• Channel Partner Recruitment: Responsible for identification of channel partners

• Team Huddle: Responsible for attending team huddle on a daily basis as per the set process

• Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers

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.

• 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.

Maintenance of Reports

• Knowledge of various reports to be maintained
• Ability to capture data in the prescribed format
• Ability to understand and perform all functions of diary

Channel Partner Recruitment

• 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.

Team Huddle

• Knowledge of daily morning huddle process
• Ability to provide data in the prescribed format based on business requirements.

Customer Relationship Management

• 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