Job Description
Group Company: HDFC Bank Limited
Designation: Retail Assets - LAS and EL- Sales Officer
Position description:
To acquire clients & constant engagement with the branches for lead generation and provide adequate support to the branch
Primary Responsibilities:
• Branch Visit & Engagement:
• Visit and manage the branches as assigned
• Constantly engage with the RM, PB and other Branch staff to ensure maximum lead generation
• Attend and ensure timely closure of the leads generated
• Documentation collection and file login at Local Ops/RAOPS
• Providing prompt service for any customer queries Pre and Post sales
• Create LAS product awareness & Lead generation through various marketing activities like Pamphlet distribution through LAS Camps in Corporates, Loan Melas /carnival
• Cross-Sell:
• Cross sell of Asset and Liability: CASA & Fixed Deposit
• Cross sell TPP products: Life and Non - Life Insurance
• FTNR:
• Login FTR files at Local Ops/RAOPS
• Follow up with the Local Ops/RAOPS and ensure all cases are disbursed timely and not screwed towards the end of the month
Additional Responsibilities:
• Any other task assigned by seniors from time to time.
Designation: Retail Assets - LAS and EL- Sales Officer
Position description:
To acquire clients & constant engagement with the branches for lead generation and provide adequate support to the branch
Primary Responsibilities:
• Branch Visit & Engagement:
• Visit and manage the branches as assigned
• Constantly engage with the RM, PB and other Branch staff to ensure maximum lead generation
• Attend and ensure timely closure of the leads generated
• Documentation collection and file login at Local Ops/RAOPS
• Providing prompt service for any customer queries Pre and Post sales
• Create LAS product awareness & Lead generation through various marketing activities like Pamphlet distribution through LAS Camps in Corporates, Loan Melas /carnival
• Cross-Sell:
• Cross sell of Asset and Liability: CASA & Fixed Deposit
• Cross sell TPP products: Life and Non - Life Insurance
• FTNR:
• Login FTR files at Local Ops/RAOPS
• Follow up with the Local Ops/RAOPS and ensure all cases are disbursed timely and not screwed towards the end of the month
Additional Responsibilities:
• Any other task assigned by seniors from time to time.
💡 Quick Summary
Seeking a career-building opportunity? The Retail Assets position is now open for candidates interested in the Bank Jobs sector. This role in Patna, Bihar offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
