Sales Mgr|BL|Prime Markets

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ID: 1500
Published 8 hours ago by HDFC Bank
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In Bank Jobs category
Ahmedabad, Gujarat, India
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To meet benchmark targets and SM productivity norms by generating business through Branches, Open Market Channels.
To achieve assigned targets, break it up for DSAs, Branches HBL in both Value Units basis the potential.
Considering numbers to be disbursed based on approval ratios, plan on logins.
To help them in identifying avenues of sourcing business under various product programs segments.
To ensure that proper segment, sourcing channel product mix is maintained i.
e.
among Branches, DSAs Self Sourcing with adequate sourcing from businessmen self-employed professionals.
Also sourcing to be done in a balanced manner under various product programs.
Monitor review business progress of channels, FOS Branches on regular basis and highlighting area of concern to branches / concerned persons.
Timely and proper reporting to be done regularly to supervisors on daily affairs.
Also provide information on internal external development which is in the benefit of business.
Benchmark productivity of FOS and Channels.
Sales manager has to ensure that benchmarks of FOS channels are met.
To ensure that proper training on product, process other quantitative / qualitative parameters are given to them.
Any changes in all these to be downloaded immediately and refresher training to be done periodically.
For new FOS/channels, initial hand holding to be done by SM, so as to make them productive in short time.
Visibility, Awareness Promotion of the Product ensuring more lead generation and business.
To create awareness about our products by way of training channels FOS, timely updates on changes therein.
Also create awareness by doing activities in the catchment areas.
To create visibility by making available and display of promo material, leaflets, brochures, canopy, posters, banners etc.
Placing them at branches, ATM, distribution in the market places, newspaper inserts etc.
These activities are to be done with an aim to generate more leads and business.
Follow processes, branch/channel/customer visits, lead management, updates and improve upon efficiency To ensure timely updation of leads in CRM as per defined TAT.
Branch visits updating Cogent to ensure enough presence at branches, planning of actionable and execution thereof.
Visits have to be planned and entered in the Cogent with actionable.
Work on agreed actions by deadlines and then update SM planner post action taken.
To have a connect with Customer and seeking their constant feedback thereby improving on policies processes, Customer Interaction Report to be updated on CRM for every customer being visited / met.
To ensure visiting DSAs and verifying that TRAI guidelines are adhered to for calling, review of files for login, audit of processes.
Cross selling KOs To ensure increasing the wallet share from the Customer thereby selling all the products of the Bank as per assigned targets ie CASA, FD, Credit Cards, Insurance Other Assets.
Hiring of FOS Channels To ensure hiring, training nurturing the business sourcing channels like DSAs / FOS. Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

To meet benchmark targets and SM productivity norms by generating business through Branches, Open Market Channels.
To achieve assigned targets, break it up for DSAs, Branches HBL in both Value Units basis the potential.
Considering numbers to be disbursed based on approval ratios, plan on logins.
To help them in identifying avenues of sourcing business under various product programs segments.
To ensure that proper segment, sourcing channel product mix is maintained i.
e.
among Branches, DSAs Self Sourcing with adequate sourcing from businessmen self-employed professionals.
Also sourcing to be done in a balanced manner under various product programs.
Monitor review business progress of channels, FOS Branches on regular basis and highlighting area of concern to branches / concerned persons.
Timely and proper reporting to be done regularly to supervisors on daily affairs.
Also provide information on internal external development which is in the benefit of business.
Benchmark productivity of FOS and Channels.
Sales manager has to ensure that benchmarks of FOS channels are met.
To ensure that proper training on product, process other quantitative / qualitative parameters are given to them.
Any changes in all these to be downloaded immediately and refresher training to be done periodically.
For new FOS/channels, initial hand holding to be done by SM, so as to make them productive in short time.
Visibility, Awareness Promotion of the Product ensuring more lead generation and business.
To create awareness about our products by way of training channels FOS, timely updates on changes therein.
Also create awareness by doing activities in the catchment areas.
To create visibility by making available and display of promo material, leaflets, brochures, canopy, posters, banners etc.
Placing them at branches, ATM, distribution in the market places, newspaper inserts etc.
These activities are to be done with an aim to generate more leads and business.
Follow processes, branch/channel/customer visits, lead management, updates and improve upon efficiency To ensure timely updation of leads in CRM as per defined TAT.
Branch visits updating Cogent to ensure enough presence at branches, planning of actionable and execution thereof.
Visits have to be planned and entered in the Cogent with actionable.
Work on agreed actions by deadlines and then update SM planner post action taken.
To have a connect with Customer and seeking their constant feedback thereby improving on policies processes, Customer Interaction Report to be updated on CRM for every customer being visited / met.
To ensure visiting DSAs and verifying that TRAI guidelines are adhered to for calling, review of files for login, audit of processes.
Cross selling KOs To ensure increasing the wallet share from the Customer thereby selling all the products of the Bank as per assigned targets ie CASA, FD, Credit Cards, Insurance Other Assets.
Hiring of FOS Channels To ensure hiring, training nurturing the business sourcing channels like DSAs / FOS.
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