Home Loan Sales, Cross-Selling, Relationship Building, BFSI, PAN India, Insurance, Investment, Customer Service, HDFC Sales, Sales Officer, Target Achievement
Join HDFC Sales as a Sales Officer to monitor home loan data, cross-sell insurance and investment products, and manage customer relationships. This permanent role is available across PAN India with an expected CTC ranging from INR 2.5 to 4 LPA, depending on experience and location.
| Job Description | Details |
|---|---|
| Company Name | HDFC Sales |
| Post Name | Sales Officer – Home Loan |
| Employment Type | Permanent |
| Job Location | PAN India |
| Experience Required | 0.6 to 2 years |
| Salary Range | INR 2.5 to 4 LPA |
| Functional Area | Sales Officer |
Role & Responsibilities
- Monitor and Cross-Sell: Monitor home loan data to cross-sell insurance (HDFC Life and Non-Life), fixed deposits, and other products to home loan customers.
- Open Market Sourcing: Source open market business and achieve the assigned targets.
- Customer Engagement: Conduct thorough customer profiling to recommend suitable investment and insurance options.
- Relationship Building: Build and maintain relationships with Home Loan Executives, customers, and partners to ensure maximum product attachment and customer satisfaction.
- Compliance and Training: Ensure compliance with company processes and undergo training and certification for selling various products like insurance and mutual funds.
- Professional Conduct: Maintain a professional attitude, be well-groomed, and have an organized sales kit.
Skills & Qualifications
- Educational Qualification: Must be a graduate from any stream.
- Experience: Minimum 6 months of experience in sales, preferably in the BFSI sector.
- Travel: Open to traveling as per job requirements.
- Communication Skills: Must have good communication skills.
Work Location
- The position is available across PAN India, offering flexibility in work locations.
Expected CTC
- The expected CTC for the Sales Officer role at HDFC Sales ranges from INR 2.5 to 4 LPA, depending on the candidate’s experience and the location of the posting.
FAQs about the Sales Officer – Home Loan Role at HDFC Sales
Q1: What are the main responsibilities of a Sales Officer at HDFC Sales?
A: The responsibilities include monitoring home loan data, cross-selling insurance and investment products, engaging with customers, and building strong relationships with Home Loan Executives and partners.
Q2: What qualifications are required for this position at HDFC Sales?
A: Candidates must be graduates from any stream with at least 6 months of experience in sales, preferably in the BFSI sector.
Q3: What is the expected CTC for the Sales Officer role at HDFC Sales?
A: The expected CTC ranges from INR 2.5 to 4 LPA, depending on experience and location.
Q4: Is this a field job or an office-based role?
A: The role involves both fieldwork for customer engagement and office work for compliance and administrative tasks.
Q5: Will I need to travel for this role?
A: Yes, the role may require travel for meeting clients and coordinating with Home Loan Executives and partners.
Q6: What are the certification requirements for this role?
A: The role requires certifications for selling insurance and other financial products as per IRDA and AMFI standards.
Q7: What kind of experience is preferred for this role?
A: A minimum of 6 months of experience in sales, especially in the BFSI sector, is preferred.
Q8: How can I apply for the Sales Officer position at HDFC Sales?
A: Interested candidates can apply directly through the HDFC Sales career portal or by contacting the HR department.
Q9: What are the key skills required for success in this role?
A: Key skills include strong communication, sales acumen, relationship management, and compliance awareness.
Q10: What does the career progression look like in this role?
A: Successful Sales Officers can progress to higher roles within the sales and management hierarchy at HDFC Sales, with opportunities for specialization in financial products.
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