Role Description 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.

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