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HDFC Bank Limited is seeking a Sales Officer for Retail Assets - LAS and EL, located PAN India. The role focuses on acquiring LAS & EL clients, following up with existing customers, and driving lead generation.
Ideal candidates have 1–3 years of sales or banking experience, strong communication, and the ability to visit branches to maximize opportunities. Graduation with 50%+ is preferred.
Sales Officer-Retail Assets-LAS and EL
Business Unit (PA): Retail Assets - LAS and EL
Team: Retail Assets - LAS and EL
Reports to (job): Sales Manager - LAS
Location of Role: PAN India
Job Fn: Sales Officer
Role Type: Individual
No of direct reportees: 0
Travel Required: Customer Visits
Job Band Range: S1 & S2
JD Created date: 16-Aug-14
JD Updated date: 14-May-24
Version No: 1.1
Provide adequate support to branches by timely updating leads shared by them.
Acquire new LAS & EL clients and meet monthly productivity benchmarks.
Speak and follow up with existing LAS customers for enhancement cases.
Call clients daily for reminders and follow-ups.
Visit and manage assigned branches.
Constantly engage with RM, PB, and other Branch staff for maximum lead generation.
Attend and ensure timely closure of generated leads.
Documentation collection and file login at Local Ops/RAOPS.
Provide prompt service for any customer queries Pre and Post sales.
Create LAS product awareness & lead generation through marketing activities like pamphlet distribution via LAS Camps in Corporates, Loan Melas/carnivals.
Cross-sell Asset and Liability products: CASA & Fixed Deposit.
Cross-sell TPP products: Life and Non-Life Insurance.
Login FTR files at Local Ops/RAOPS.
Follow up with Local Ops/RAOPS to ensure timely disbursement of cases, avoiding end-of-month delays.
Graduate and Post Graduate with a minimum of 50% Marks.
Good Team spirit
Convincing and Influencing skills
Time Management
Good communication skill
1 to 3 Years
Entire Sales Vertical /Operation/Policy team
Branch Banking Team