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Sales Officer – Mortgage Sales



Job Description

Roles & Responsibilities:

  • To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales
  • To source open market business too and achieve the targets assigned
  • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections
  • To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options
  • Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed
  • To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customer’s family details, other general insurance details, other loan details etc
  • To be in sync and work together with the partner representatives
  • Understanding the joint ownership of the customer at the time of servicing etc
  • To ensure timely renewal of the business sourced
  • To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc)
  • To always be well groomed and his sales kit should be organized and complete
  • To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors, partners etc.


Location:

PAN India

Experience:

0.6 year – 2 years


Salary Range:

As per industry standard


Functional Area:

Sales/Business Development


Employment Type:

Permanent Job, Full Time


Desired Candidate Profile:

  1. Must be a graduate from any stream

  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

  5. Must have good communication skills


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Our Team Says

Don’t just take it from us; let our employees do the talking!



Dayanand Shevale,
Area Manager,
Mortgage Sales

  “My tenure with HDFC Sales has been eventful and fulfilling. I was assigned the role of a ’Subject Matter Expert‘. Meanwhile, I was detected with a severe medical condition which impacted my personal and professional life for around a year. Due to the flexible working environment and extended support by my peers and manager, I was able to see through my situation.”

Varoon Joshua,
Territory Manager,
Mortgage Sales

  “HDFC Sales is the first firm where I shifted my domain from HR to Sales & Marketing. The only experience that I brought to this job was people-management. My seniors were kind enough to give me the opportunity. As a Team Manager, I have learned a lot, built networks, grown from managing a team of 12 to now 48 people as an Assistant Sales Manager. 6 years on, I am still learning, building better relationships, understanding people and helping my team make the most of their experience with HDFC Sales.”