Roles & Responsibilities: 1. Area/ Lane /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. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 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. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Desired candidate profile: 1. Must be a graduate from any stream. BFSI experience will be given preference. 2. Should have minimum 6 months of experience in sales 3. Candidates with prior experience in BFSI will have an added advantage 4. Open to travel. Must have a Two Wheeler. 5. Must have good communication skills

Key Responsibilities :Identify and approach potential customers through cold calls, field visits, and referrals. Pitch HDFC products like home loans, personal loans, credit cards, savings accounts, and insurance. Assist customers in documentation and application processes. Achieve daily/monthly sales targets. Build and maintain good relationships with clients. Provide post-sales service and support for queries or issues. Report daily field activity to the Sales Manager. 📍 Skills Required: communication and negotiation skills Confidence and persistence Willingness to work in the field

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 source.  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 Generate Business & Cross sell all the products of the Bank. Relationship management for a portfolio of the customers. Field Sales Operations & Audit Compliance. Desired candidate profile: Minimum 6year Experience any Sales vertical are preferable.*** Candidates with prior experience in BFSI will have an added advantage Open to Travel / Knowing Driving is an added advantage ** Must have good communication skills. Eligibility : Graduation (Any Stream), Two wheeler/ Driving highly Preferable.

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 source.  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 Generate Business & Cross sell all the products of the Bank. Relationship management for a portfolio of the customers. Field Sales Operations & Audit Compliance. Desired candidate profile: Minimum 6year Experience any Sales vertical are preferable.*** Candidates with prior experience in BFSI will have an added advantage Open to Travel / Knowing Driving is an added advantage ** Must have good communication skills. Eligibility : Graduation (Any Stream), Two wheeler/ Driving highly Preferable.

We are hiring!!! HDFC Sales On Roll Product : Home Loan / Mortgage Loan / LAP / Housing Loan Company - HDFC Sales Profile : Sales Officer CTC : 2.2 lacs To 3 L ( incentive applicable ) Criteria : 6 Month experience Home Loan / Mortgage Loan / LAP / Housing Loan Job Location : Mumbai / Thane / Mahape/ Andheri / Kandivali/ Virar/ Dombiwali/ Panvel Education -- Any Graduate/MBA Finance/Marketing Preferred - male / Female

We are hiring!!! HDFC Sales On Roll Product : Home Loan / Mortgage Loan / LAP / Housing Loan Company - HDFC Sales Profile : Sales Officer CTC : 2.2 lacs To 3 L ( incentive applicable ) Criteria : 6 Month experience Home Loan / Mortgage Loan / LAP / Housing Loan Job Location : Mumbai / Thane / Mahape/ Andheri / Kandivali/ Virar/ Dombiwali/ Panvel Education -- Any Graduate/MBA Finance/Marketing Preferred - male / Female

We are hiring!!! HDFC Sales On Roll Product : Home Loan / Mortgage Loan / LAP / Housing Loan Company - HDFC Sales Profile : Sales Officer CTC : 2.2 lacs To 3 L ( incentive applicable ) Criteria : 6 Month experience Home Loan / Mortgage Loan / LAP / Housing Loan Job Location : Mumbai / Thane / Mahape/ Andheri / Kandivali/ Virar/ Dombiwali/ Panvel Education -- Any Graduate/MBA Finance/Marketing Preferred - male / Female

Managing Sales of Home Loan Product.  Sourcing business through open market through different channels.  Fulfilling the leads. Implement & develop sales activities to achieve target.  Executing all the Sales planning and overseeing target allocation.  Responsibilities include the development, preparation and promotion of homeloan.  Develop and maintain strong relationship with the clients for repeat business or referrals.  Meet clients, verify documents, process file for sanction, co-ordinate for disbursement of loan.  Ensure the achievement of given business target.  Aligning with the marketing team on ground lead generation activities for Sales.

Managing Sales of Home Loan Product.  Sourcing business through open market through different channels.  Fulfilling the leads. Implement & develop sales activities to achieve target.  Executing all the Sales planning and overseeing target allocation.  Responsibilities include the development, preparation and promotion of homeloan.  Develop and maintain strong relationship with the clients for repeat business or referrals.  Meet clients, verify documents, process file for sanction, co-ordinate for disbursement of loan.  Ensure the achievement of given business target.  Aligning with the marketing team on ground lead generation activities for Sales.

Managing Sales of Home Loan Product.  Sourcing business through open market through different channels.  Fulfilling the leads. Implement & develop sales activities to achieve target.  Executing all the Sales planning and overseeing target allocation.  Responsibilities include the development, preparation and promotion of homeloan.  Develop and maintain strong relationship with the clients for repeat business or referrals.  Meet clients, verify documents, process file for sanction, co-ordinate for disbursement of loan.  Ensure the achievement of given business target.  Aligning with the marketing team on ground lead generation activities for Sales.

Required Skills and Qualifications Education: Bachelor's degree in Business Administration, Marketing, Finance, or a related field. Experience: Proven experience in relationship management, account management, or relevant roles; ideally 6months years in a client-facing environment. Skills: Communication: Excellent verbal and written communication skills to articulate value propositions and respond to client needs. Interpersonal Skills: Strong ability to build rapport, trust, and empathetic relationships with clients. Problem-Solving: Ability to analyze situations and resolve client difficulties efficiently and effectively. Negotiation: Skilled in negotiating contracts and terms that benefit both the client and the organization. Time Management: Proficient in managing multiple accounts and tasks while maintaining attention to detail.

A Relationship Manager's job description generally focuses on building and maintaining strong client relationships, driving business growth, and ensuring customer satisfaction. They act as the primary point of contact for clients, addressing their needs and resolving issues while also identifying opportunities to expand the company's business. Key Responsibilities: Client Relationship Management: Building and maintaining positive relationships with clients, understanding their needs and goals. Business Development: Identifying opportunities for new business, upselling and cross-selling products or services to existing clients. Client Communication: Communicating effectively with clients, addressing their inquiries, and resolving any issues or complaints. Customer Satisfaction: Ensuring client satisfaction and retention by providing excellent customer service and addressing concerns promptly. Collaboration: Working closely with other teams within the company, such as sales, marketing, and operations, to ensure smooth service delivery

Key Skills: Communication: Excellent verbal and written communication skills for effective client interaction. Problem Solving: Ability to identify and resolve customer issues efficiently. Relationship Building: Strong interpersonal skills for developing and maintaining strong client relationships. Sales and Business Development: Understanding of sales strategies, upselling, and cross-selling techniques. Customer Service: Focus on delivering exceptional customer service and satisfaction.

Responsibilities Respond promptly to any issues that directly affect sales. Directly oversee the growth of assigned markets and clients. Represent the company at industry events, meetings and conferences. Track and analyze sales data to identify trends and opportunities for growth. Achieve monthly sales targets with demonstrable key performance indicators (KPIs). Present monthly and quarterly sales reports to senior board members and investors.

Roles & Responsibilities: 1. Area/ Lane /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. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 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. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information

A Sales Officer is responsible for generating revenue by promoting and selling products or services to customers. They identify leads, build relationships, understand customer needs, and ultimately close sales transactions. Key responsibilities include: developing sales strategies, managing the sales cycle, conducting product demonstrations, building relationships, and achieving sales targets. Key Responsibilities: Lead Generation and Development: Identifying and qualifying potential customers, and developing strategies to attract and engage them. Sales Cycle Management: Managing the entire sales process, from initial contact to closing the deal. Product/Service Presentations and Demonstrations: Clearly articulating the value of products or services and demonstrating their benefits to potential customers. Building Relationships: Developing and maintaining strong relationships with customers, both existing and potential. Negotiation and Closing: Negotiating terms and closing sales transactions. Customer Relationship Management: Maintaining detailed records of customer interactions in a CRM system. Sales Reporting and Analysis: Tracking sales performance, generating reports, and identifying areas for improvement. Market Research and Analysis: Conducting market research to understand trends, customer needs, and competitive landscape. Collaboration: Working with other departments, such as marketing and product teams, to refine sales strategies.

Roles & Responsibilities: 1. Area/ Lane /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. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 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. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information

Roles & Responsibilities: 1. Area/ Lane /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. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 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. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information

Roles & Responsibilities: 1. Area/ Lane /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. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 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. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information

A Home Loan Executive manages the sales of home loan products, focusing on acquiring customers and ensuring smooth loan processing from application to disbursement. They are responsible for understanding customer needs, verifying documents, and ensuring compliance with company guidelines. Key Responsibilities: Lead Generation & Acquisition: Identify and acquire customers for home loans through various channels, including open market and partnerships with developers. Customer Assessment: Understand customer needs, assess their financial suitability for a home loan, and explain different loan options. Loan Processing: Verify documents, process loan applications, and coordinate with the bank or financial institution for sanction and disbursement. Relationship Management: Build and maintain strong relationships with clients to drive sales, generate repeat business, and secure referrals. Compliance & Documentation: Ensure adherence to KYC guidelines, complete necessary documentation, and maintain accurate records. Cross-Selling: Identify opportunities to cross-sell other products, such as insurance, to existing home loan customers. Sales Targets: Achieve individual and team sales targets for home loan products. Market Knowledge: Stay updated with the latest trends and regulations in the home loan industry