Job Title

BEU - Sales Officer - Tele Sales

Business Unit

DBC - Business Enhancement Unit

Reporting To

Sales Manager

Job Function and Role Type

Sales, Tele-calling role with no travel required.

Version No

2.0

Job Purpose

Responsible for sales closure through tele-calling and lead generation for asset and liability products via internal and external channels. Achieve business and efficiency targets while maintaining productivity and hygiene standards.

Key Responsibilities

Role Type: Sales

Achieve monthly and yearly business targets; Identify suitable products for customers and ensure sales closure.

Target v/s Achievement

Meet productivity benchmarks and achieve defined targets; Ensure alignment with efficiency and hygiene parameters.

Quality Management

Understand customer needs and recommend suitable products; Ensure proper tagging and disposition of leads in the system; Cross-sell bank products based on customer requirements; Adhere to call management, lead management, and database protocols.

Process Management

Follow channel guidelines and code of conduct; Maintain system login and hygiene parameters; Ensure accurate call information to minimize complaints; Adhere to performance metrics for call coverage, lead management, and disbursements.

Education:

Graduate in any stream with fluency in English and the local language.

Certifications:

None specified.





Key Competencies

Sales and influencing skills, banking product and process knowledge, communication, competition awareness, financial industry trends.

Major Stakeholders

Quality and Training Team, Reporting Supervisory Line.

About HDFC Bank

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

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📌 BEU-Sales Officer-Tele Sales (India)
🏢 HDFC Bank
📍 India