BEU-Sales Officer-Tele Sales
HDFC Bank
Mumbai Metropolitan Region5h agovia LinkedIn
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.
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
- Achieve monthly and yearly business targets.
- Identify suitable products for customers and ensure sales closure.
- Meet productivity benchmarks and achieve defined targets.
- Ensure alignment with efficiency and hygiene parameters.
- 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.
- 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.
Qualifications
- Graduate in any stream.
- Fluency in English and the local language.
Key Competencies
- Sales and influencing skills
- Banking product and process knowledge
- Communication
- Competition awareness
- Financial industry trends