Retail Assets

Group Company: HDFC Bank Limited

Designation: Retail Assets - LAS and EL- Sales Officer

Position description:
To acquire clients & constant engagement with the branches for lead generation and provide adequate support to the branch

Primary Responsibilities:
• Branch Visit & Engagement:
• Visit and manage the branches as assigned
• Constantly engage with the RM, PB and other Branch staff to ensure maximum lead generation
• Attend and ensure timely closure of the leads generated
• Documentation collection and file login at Local Ops/RAOPS
• Providing prompt service for any customer queries Pre and Post sales
• Create LAS product awareness & Lead generation through various marketing activities like Pamphlet distribution through LAS Camps in Corporates, Loan Melas /carnival
• Cross-Sell:
• Cross sell of Asset and Liability: CASA & Fixed Deposit
• Cross sell TPP products: Life and Non - Life Insurance
• FTNR:
• Login FTR files at Local Ops/RAOPS
• Follow up with the Local Ops/RAOPS and ensure all cases are disbursed timely and not screwed towards the end of the month

Additional Responsibilities:
• Any other task assigned by seniors from time to time.

Educational qualifications preferred
• Category: Bachelor's Degree, Master's Degree

Required work experience
• Industry: BFSI/Insurance
• Role: Fresher/Sales
• Years of experience: 1 to 3

Required Knowledge:

Work experience in the profile

Required Skills:
• Good Team spirit
• Convincing and Influencing skills
• Time Management
• Good communication skill

Other:
• Reporting Designation: Sales Manager – LAS
• Reporting Department-Sub BU: Retail Assets - LAS and EL

Specific requirements
• Travel: Customer Visits

Other details
• Contract Types: PERMANENT