Managing Partner at Adam Ventures LLP
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Officer - Sales - Mortgages (1-4 yrs)
Roles & Responsibilities :
Area/ Lane /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.
Source Relationship Management :
- Managing the relationship with all sources assigned and identified by him in his geography/area.
Maintain Reports :
- 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.
- Channel Partner Recruitment:
- Identifying the need for appointment of a channel partner
Team Huddle :
- Attending team huddle daily as per the set process.
Customer Relationship Management :
- Enhancing the customer experience by developing and maintaining relationship with customers.
- Completion of File :
- Submission of complete application form, documentations, and information.
Desired candidate profile :
- Must be a graduate from any stream
- Should have minimum 6 months of experience in sales
- Candidates with prior experience in BFSI will have an added advantage
- Open to travel
- Must have good communication skills
Company Profile : HDFC Sales caters to the varied needs of a diverse set of customers, ranging across retail and HNIs. We offer customized solutions in the areas of Mortgages, Insurance, Education Loans, Mutual Funds and Fixed Deposits. Delivering long-term value demands powerful tools as well as deep insights. We have always tailored our investment strategies and solutions to focus on protecting and growing our clients- wealth. Distribution is focused on building close and lasting relationships with each of our clients.
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