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Sales Mgr-Mortgages Apply

2.00 to 3.00 Years   Surat   18 Jun, 2023
HDFC Bank Ltd
Job LocationSurat
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    • 1
    • Sourcing files through banks internal and external channelsTo source files through banks internal and external channelsTo assist the customer in login to disbursal formalitiesTo liaise with customer, operations, credit, cpu to ensure smooth disbursal of the caseAssist channel in case sourcing by arranging for training at channels on lead sourcing quality, give feedback on leads generated so as to ensure quality of lead generation improves and overall LG to LC ratio improvesEnsure calling on leads received from channels, references received from existing customers
    • Opportunity bases
    • Wherever required, personally meet up with customers - especially HNW customers
    • Minimum 10 customers to be met personally and customer interaction to be updated in CRM next per month
    • Initiate for activities for lead generation2
    • Cross Sell - CASA/ Insurance / AssetsEnsure full insurance at the time of disbursal
    • Coordination with Insurance partners for customer queries - Ensure customer is briefed on the policy details to avoid mis sell and miscommunication
    • Ensure calling on all customers - External Customers for cross sell and internal customers for references for cross sell
    • 3
    • Channel Management - Branches Meeting YTD Targets / RM Activation / DSA LoginsMeet branches (update the same in cogent), do joint calls on opportunity bases, review leads generated, share feedback on the lead quality and overall LG LC ratio
    • Conduct product trainings, update on rate revisions, product offers etc
    • Update the branch hierarchy (Branch Head, Cluster Head, Circle Head, Zonal Head) on Branch & RM activation
    • For DSA channel: Ensure continuous channel engagement, training, update on product features and offers to improve file sourcing
    ,

Keyskills :
retail salesteam managementwinning others overlead generation

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