Group Company: HDFC Bank Limited
Designation: Virtual Sales - Sales Officer (124_1702_100067)
Office Location: Trade Star - Andheri Mumbai (Branch)
Position description:
To achieve assigned Unit / value/ Income across product lines
1 RM is responsible to achieve monthly unit and value targets assigned across product line.
2 RM is responsible to educate customer on product lines and provide right product to right customer
3 To achieve month on month productivity on the allocated product line.
4 Contribute to the overall channel achievement.
1. Contact non managed customers of the bank and offer bouquet of products Using calling scripts
2. Ask probing and leading questions to engage and understand customer requirements
3. Ensure product features & benefits are explained to the customer while onboarding customers
4. Ensure multi products are pitched to increase customer product holding in the bank.
Qualitative: Call Quality/Count of calls/Time on system/ Quality of sales
1 Effective interaction or communication with the customer and capture correct customer dispositions
3 Ensure Time on system as per KPI defined
4 Ensure Minimum RPC to be maintained on daily / Monthly basis
1 Educate the customer on the digital products of the Bank.·
2 Show the value and convenience in usage of the digital products.
3 Increase digital penetration within the non-managed customer base of the Bank.
4 Push digital penetration in the contacted customer.
1. TSE is required to adhere to all laid down guidelines for Calling
2. Ensure all tele calling and product regulatory compliance are adhered
3. Adhering to all product guideline
4. All guidelines on floor discipline, dialer hygiene parameters.
Primary Responsibilities:
- The incumbent is responsible to represent the Bank and present the bouquet of eligible products to the non-managed customer of the Bank. Educate the customer on the digital products of the Bank.
- RM is trained to identify the right product for the customer and explain the features and benefits of the product and selling the same for required revenue generation
Additional Responsibilities:
Reporting Team
- Reporting Designation:
- Reporting Department:
Educational qualifications preferred
- Category: Bachelor's Degree
- Field specialization:
- Degree:
- Academic score:
- Institution tier:
Required Certification/s:
· IRDA Certification
Required Training/s:
Required work experience
- Industry: Exposure to banking preferable
- Role:
- Years of experience: 1 to 3
Key Performance Indicators:
Required Competencies:
Required Knowledge:
Required Skills:
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry.
Required abilities
- Physical:
- Other:
Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below)
Customers
Line supervisors
Work Environment Details:
Specific requirements
- Travel:
- Vehicle:
- Work Permit:
Other details
- Pay Rate:
- Contract Types:
- Time Constraints:
- Compliance Related:
- Union Affiliation:
More Information
Application Details
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Organization Details
HDFC Bank
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