Sales Mgr-Mortgages

HDFC Bank Limited; Surat; On-site; INR 600,000 - 900,000; Full time

Job summary

HDFC Bank Limited in Surat, Gujarat, is seeking a Sales Manager - Mortgages to source mortgage files and achieve sales targets. You will cross-sell products and ensure smooth disbursal processes, coordinating with branches, operations, credit and insurance partners.

The role requires extensive travel, strong networking, and leadership in a retail assets environment with CRM updates and customer engagements to drive growth.

Qualifications

• Graduation in Marketing or Sales is required.
• Post-graduation is preferred.
• Strong sales, networking and communication skills.

Responsibilities

• Sourcing mortgage files through internal and external channels.
• Cross-sell insurance and other products at disbursal.
• Engage branches and DSA channels; client meetings and CRM updates.
• Coordinate with operations, credit and partners to ensure smooth disbursal.

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