Job Description

Role: Sales Officer (Home Loans)



Department

: Home Loans

Purpose

:
To achieve assigned sales targets by identifying and developing new sources in the designated area, maintaining source relationships, and ensuring overall productivity through efficient geography and channel management.

Key Responsibilities

1.

Area / Geography Mapping



Regularly map assigned geography down to lane-level with support from supervisors. Identify new sourcing opportunities within the mapped areas. Provide mapping updates and insights during team huddles.
2.

Source Relationship Management



Manage and maintain productive relationships with assigned and identified sourcing partners (DSAs, BSAs, connectors). Drive lead conversion ratios (LSR, SLR, MS) through engagement and process adherence.
3.

Sales Reporting



Maintain daily and periodic sales reports in prescribed formats. Record daily activities in a structured diary as per organizational guidelines.
4.

Channel Partner Recruitment



Identify and empanel new channel partners/BSAs. Ensure compliance with partner norms and category guidelines.
5.

Team Huddles



Participate in daily morning team huddles. Share updates, performance data, and discuss progress and challenges.
6.

Customer Relationship Management



Engage with customers to offer the right home loan solutions. Manage end-to-end sales process including KYC, documentation, eligibility analysis, objection handling, and after-sales service.

Knowledge, Skills & Functional Competencies

Must-Have Knowledge:

Mapping tools and local geography HDFC Home Loan products and competitor offerings KYC, legal, and technical documentation Loan eligibility and credit analysis
Functional Skills:

Source/partner management Sales reporting and diary maintenance Customer lifecycle management Use of sales kits and objection handling

Behavioral Competencies

Must-Have:

Interpersonal Skills

- Source and customer relationship management

Planning & Execution

- Effective territory and sales planning

Selling Skills

- Objection handling, lead conversion
Good to Have:

Creativity

- Innovative approach to sourcing and selling

Service Orientation

- Customer-first attitude

Logical Reasoning

- Credit analysis and problem-solving

KPIs / Success Metrics



Achievement of monthly sales targets Conversion ratios (LSR, SLR, MS) New source/channel partner activation Customer satisfaction and retention
Job Type: Full-time

Pay: ₹28,000.00 - ₹30,000.00 per month

Work Location: In person

Speak with the employer


+91 9473439765

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Job Detail

  • Job Id
    JD4177215
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    DL, IN, India
  • Education
    Not mentioned
  • Experience
    Year