Role Description Job Title: Sales Officer-RA Business Loans – Prime

Job Details Business Unit: RA Business Loans – Prime

Team: Business Loans – Prime

Reports to: Sales Manager / Area Sales Manager

Location: Pan India

Job Function: Sales

Role Type: Individual Role

Direct Reportees: NIL

Travel Required: Yes

Job Band Range: S1-S2

JD Created: 12th Feb’24

JD Updated: 31st Jul’25

Approved by: Aman Awal

Version: 1.1

Job Purpose To source Business from Branch, Customer Base, and Open Market.

Job Responsibilities Source Business: Allocated branches for sourcing business and achieving PLP targets.

Document Verification and Collection: Responsible for collecting and ensuring all documents are checked in Originals,



including KYC; ensuring OSV on checking originals only and collecting Post disbursement documents.

Cross Sell: Cross-sell Bank Products other than core business.

Business Development Activities: Business development through activities like leaflet distribution, activities in societies and industrial areas, canopy activity, ATM activities, etc. Responsible for conducting Events/Displays.

Educational Qualifications Graduation

Key Skills Positive Communication skills

Selling Skills

Customer Orientation

Relationship building

Experience Required (Not specified in the document)

Major Stakeholders Sales Manager

Branch RM

📌 Sales Officer-RA Business Loans-Prime (Pune)
🏢 HDFC Bank
📍 Pune