Sales Officer-RA Personal Loans-Prime

HDFC Bank Limited; Ahmedabad District; On-site; INR 400,000 - 560,000; Full time

Job summary

HDFC Bank Limited is seeking a Sales Officer-RA Personal Loans - Prime to source business from branches, customer base, and open market. The role involves document verification (including KYC), OSV, and collecting post-disbursement documents while cross-selling bank products beyond the core business.

The position emphasizes development through activities such as leaflet distribution, community events, canopy activities, ATM promotions, and targeted outreach.

Qualifications

• Graduation is required.
• Strong communication and selling skills essential.
• Ability to build and maintain customer relationships.

Responsibilities

• Source Business: achieve PLP targets by sourcing from allocated branches.
• Document verification and collection: check originals, perform OSV, collect post-disbursement documents.
• Cross-sell bank products beyond core business.
• Business development activities: leaflet distribution, society/industrial area events, canopy activity, ATM activity, events/displays.

Skills

Good communication

Selling

Customer orientation

Relationship building

Education

Graduation

Job description

Sales Officer-RA Personal Loans -Prime

Job Details

• Business Unit: RA Personal Loans - Prime
• Team: Personal Loans - Prime
• Reports to: Sales Manager / Area Sales Manager
• Location: Pan India
• Job Function: Sales
• Role Type: Individual Role
• Direct Reportes: NIL
• Travel Required: Yes
• Job Band Range: S1-S2
• JD Created: 12th Feb'24
• JD Updated: 31st Jul'25
• Version: 1.1

Job Purpose

To source Business from Branch, Customer Base, and Open Market.

Job Responsibilities

• Source Business: Achieve PLP targets by sourcing business from allocated branches.
• Document Verification and Collection: Responsible for collecting and ensuring all documents (including KYC) are checked in Originals, performing OSV, and collecting Post disbursement documents.
• Cross Sell: Cross-sell Bank Products beyond core business.
• Business Development Activities: Conduct business development through activities like leaflet distribution, society and industrial area activities, canopy activity, ATM activities, and organizing Events/Displays.

Educational Qualifications

Graduation

Key Skills

• Good Communication skills
• Selling Skills
• Customer Orientation
• Relationship building

Experience Required

Not specified in the document.

Major Stakeholders

• Sales Manager
• Branch RM