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