Retail Assets New Delhi

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