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