Sales Mgr-Mortgages

HDFC Bank Limited; Nadiad; On-site; INR 800,000 - 1,400,000; Full time

Job summary

HDFC Bank Limited in India seeks a Sales Manager - Mortgages to source mortgage files through internal and external channels and drive sales targets, while cross-selling products and ensuring smooth disbursal.

The role requires coordination with branches, operations, credit and CPU, with at least 10 customer meetings monthly and CRM updates. Graduation in Marketing or Sales is required, with post-graduation preferred.

Qualifications

• Graduation in Marketing or Sales; post-graduation preferred.
• Experience in retail banking sales is preferred.
• Strong networking and customer engagement skills.

Responsibilities

• Source mortgage files through internal and external channels and assist login to disbursal.
• Cross-sell products with customers and ensure insurance coverage at disbursal.
• Liaise with branches, operations, credit, and CPU for smooth disbursal; update CRM.
• Meet at least 10 customers monthly and train DSA channels on offers and rates.

Skills

Retail sales

Networking

Team management

Sales influencing

Communication

Education

Graduation in Marketing or Sales

Post-graduation preferred

Job description

Job Title

Sales Manager - Mortgages

Business Unit

Retail Assets - LAP

Reporting To

ASM / RSM

Job Function and Role Type

Sales, Individual Contributor, Extensive Travel Required

Version No

2.0

Job Purpose

To source mortgage files through internal and external channels and achieve sales targets. To cross-sell products and ensure smooth disbursal processes.

Key Responsibilities

Sourcing Files

Source files through internal and external channels.

Assist customers with login to disbursal formalities.

Liaise with customers, operations, credit, and CPU for smooth disbursal.

Conduct lead generation activities and ensure quality improvement.

Personally meet at least 10 customers monthly and update CRM.

Cross Selling

Ensure full insurance coverage at disbursal.

Engage with customers for cross-sell opportunities.

Coordinate with insurance partners and address customer queries.

Channel Management

Meet branches and update Cogent system.

Conduct joint calls, review leads, and provide feedback.

Deliver product training and updates on offers and rates.

Engage and train DSA channels to improve file sourcing.

Education:

Graduation in Marketing or Sales; Post-graduation preferred.

Certifications:

None specified.

Key Competencies

Retail sales, networking, team management, sales influencing, communication.

Major Stakeholders

Customers, branch banking team, DSA, operations, credit, marketing, product team, insurance partners.

Required Skills

Refer to the Job Description