Sales Officer

Federal Soft Systems Inc; Ahmedabad District, Rajkot, Vadodara; On-site; INR 250,000 - 350,000; Full time

Job summary

Federal Soft Systems Inc is seeking a Sales Officer (Home Loans) to drive targets by identifying new sources within the assigned geography and building strong partner relationships. The role emphasizes area mapping, channel partner recruitment, and comprehensive reporting to ensure steady sales momentum.

The candidate should be proficient in KYC, credit document review, and leveraging sales kits to close loans while maintaining high customer satisfaction and accurate diary entries.

Qualifications

• Knowledge of geography and ability to plan and map geography into areas.
• Ability to identify potential sources and use tools to enhance sourcing.
• Understanding of KYC and credit documentation to assess eligibility.

Responsibilities

• Meet targets and identify new sources in the assigned geography.
• Map geography lane-to-lane and report progress to supervision.
• Manage relationships with all assigned sources and partners.
• Maintain prescribed sales activity reports and daily diary entries.
• Recruit channel partners and assess BSA eligibility and norms.
• Participate in daily team huddles and provide data as required.
• Enhance customer experience by developing and maintaining relationships.

Skills

Geography mapping

Source management

Relationship building

KYC knowledge

Credit document analysis

Objection handling

Sales reporting

Channel partner recruitment

Team huddle participation

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.

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.

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.

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

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.

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.

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 SkillsCustomer Relationship Management, Source Management 2. PlanningGeography Mapping, Sales Management3. Selling SkillsConversions, Handling Customer Objections Good to Have 1. Creativity 2. Working from Service perspective 3. Logical Reasoning