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  • 0 - 3 Years
  • Posted : above 1 month

Job Description:

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

1 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

2 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


 Knowledge and ability to use various tools which can be utilized to improve relationship

and ratios

3 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

4 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

5 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

6 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

interested candidate can call on 8424060594

Kirti Das

first solution

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking, Insurance
Functional Area : Banks/Insurance/Financial Services, Sales/Business Development
Role : Channel Sales, Corporate Sales, Direct/Commission Sales
Salary : Rs 1.00 - 2.50 Lacs p.a.
Deadline : 03rd Jun 2020

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