CASA |Bank Sales Officer

HDFC BANK


Walk-in Sales Officer HDFC BANK, Delhi & Ncr
HDFC BANK • Delhi • via Zeevika Consultancy
7 days ago
Full–time
No Degree Mentioned
Apply directly on Zeevika Consultancy
Job description
Role – Sales Officer (Home Loans)

Purpose: Will be responsible for meeting targets, identifying new sources from assigned geography, and maintaining a good relationship with sources, achieving efficiency of assigned geography and sources thereby achieving the desired productivity expected by the company.

Job description:
• Area/ Geography Mapping.

Responsible for lane-to-lane/ Area mapping of Area/ Geography at regular intervals with the help of the supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to the reporting manager during team huddles.

Knowledge, Skills & Functional Competency
• Knowledge of the entire geography.
• Ability to plan and map the allocated geography into areas/lane to lane.
• Ability to use tools and resources to identify potential sources.

Source Relationship Management.

Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.

Knowledge Skills & Functional Competency
• Ability to understand the potential and ensure the expected LSR, SLR and MS of the source.
• Knowledge and ability to use various tools to improve relationships and ratios.

Maintain Reports

Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on a daily basis in the prescribed format of activities.

Knowledge, Skills & Functional Competency
• Knowledge of various reports to be maintained
• Ability to capture data in the prescribed format
• Ability to understand and perform all functions of diary

Channel Partner Recruitment

Responsible for the identification of channel partners

Knowledge, Skills & Functional Competency
• Knowledge of the BSA empanelment process.
• Ability to identify the potential channel partner
• Ability to identify whether the BSA falls within the norms and category defined.

Team Huddle

Responsible for attending team huddle on a daily basis as per the set process

Knowledge, Skills & Functional Competency
• Knowledge of the daily morning huddle process
• Ability to provide data in the prescribed format based on business requirements.

Customer Relationship Management

Responsible for enhancing the customer experience by developing and maintaining relationships with customers

Knowledge, Skills & Functional Competency
• Knowledge of all products of HDFC and competition
• Ability to sell products and provide required services to customers
• Knowledge of KYC documentation
• Knowledge of legal documentation and technical process
• Knowledge and ability to use sales kit
• Ability to analyze credit documents and derive eligibility
• Ability to handle objections

Behavioral Competencies

Candidate Must Have

Interpersonal Skills – Customer Relationship Management, Source Management

Planning – Geography Mapping, Sales Management

Selling Skills – Conversions, Handling Customer Objections

For More Details

Kindly Visit our office At Naukri Hunter | Zeevika Consultancy,

Sahara Shopping Centre Ground Floor Office No 127,

Near Lekhraj Market Metro Station Gate No 3 Lucknow

Call & Whatsapp – 8188++88++ | 8188++8866

For More Details kindly follow This Channel

https://whatsapp.com/channel/002+VahDCJOGehEGJuyd6O1I

Interview Date – 13, 17, 20 & 23 Sept 2026
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Corporate Resources


CASA (Bank Sales Officer)
Corporate Resources • New Delhi, Delhi • via Expertini | India Jobs Expertini
4 days ago
Full–time
Apply on Expertini | India Jobs Expertini
Apply on Jobrapido.com
Apply on Delhi Jobs
Job description
Job Description

a) Acquisition of Current and Savings Account in the identified segment and reference generation from the specified catchment area

b) Ensuring high quality of customer acquisition in terms of constitution, product and segment mix

c) On-boarding and activating customers on Digital Platforms

d) Assist Senior Sales Manager in catchment mapping and branch scoping exercises

e) Provide regular feedbacks to Senior Sales Manager / Branch Manager / Area Sales Manager on customer requirements and potential opportunities

f) Ensuring adherence to Sales compliance and SOPs defined by the organization

e) Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
• Industry
• Banking / Financial Services / Broking
• Functional Area
• Financial Services, Banking, Investments, Insurance
• Job Role
• Analyst
• Job Type
• Permanent

Qualification
• UG Qualification
• Any Graduate - Any Specialization
• PG Qualification
• Any Post Graduate - Any Specialization
• Doctorate
• Doctorate Not Required - None

Desired Candidate Profile
Please refer to the Job description above