Job Description
Job Role - Sales Officer (Home Loans) - Banks
Location: Panvel, Khargar, Ulwe, Mahape, Kalyan, Dombivali, Badlapur, Thane, Chembur, Bhandup, Boisar, Virar, Mira Road, Kandivali, Andheri, South Mumbai
Purpose: Will be responsible for meeting targets, identify new sources from assigned geography, and maintain good relationship with sources, achieving efficiency of assigned geography and sources there by 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 supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.
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 which can be utilized to improve relationship and ratios.Maintain Reports
Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on 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 identification of channel partners Knowledge, Skills & Functional Competency
Knowledge of 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 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 relationship with customers
Knowledge, Skills & Functional Competency
Knowledge of all products 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 analyse credit document and derive eligibility
Ability to handle objections
Behavioral Competencies
Must Have
1. Interpersonal Skills, Customer Relationship Management, Source Management
2. Planning, Geography Mapping, Sales Management
3. Selling Skills, Conversions, Handling Customer Objections
4. Must have two wheeler / Localized/ Min.civil score (650).
5. Maximum Age Limit is of 33 years.
Good to Have
1. Creativity2. Working from Service perspective3. Logical Reasoning
Job Type: Full-time
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
Location: Panvel, Khargar, Ulwe, Mahape, Kalyan, Dombivali, Badlapur, Thane, Chembur, Bhandup, Boisar, Virar, Mira Road, Kandivali, Andheri, South Mumbai
Purpose: Will be responsible for meeting targets, identify new sources from assigned geography, and maintain good relationship with sources, achieving efficiency of assigned geography and sources there by 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 supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.
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 which can be utilized to improve relationship and ratios.Maintain Reports
Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on 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 identification of channel partners Knowledge, Skills & Functional Competency
Knowledge of 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 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 relationship with customers
Knowledge, Skills & Functional Competency
Knowledge of all products 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 analyse credit document and derive eligibility
Ability to handle objections
Behavioral Competencies
Must Have
1. Interpersonal Skills, Customer Relationship Management, Source Management
2. Planning, Geography Mapping, Sales Management
3. Selling Skills, Conversions, Handling Customer Objections
4. Must have two wheeler / Localized/ Min.civil score (650).
5. Maximum Age Limit is of 33 years.
Good to Have
1. Creativity2. Working from Service perspective3. Logical Reasoning
Job Type: Full-time
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Sales Officer - Financial Services position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
