HDB Financial Services Sales Executive / Relationship Executives Jobs Opening in Sikshoday Education and Research Foundation at Mumbai-Others, Lonavala, Pune-Others, Mumbai, Pune, Satara

FEATURED JOB

HDB Financial Services Sales executive / Relationship executives

Sikshoday Education and Research Foundation

0 Years

Not disclosed

Expired

Posted: 07 Apr 22

Roles and Responsibilities

The Sales Executive will work very closely with the Team Leader / Sales Manager / Branch.
To source Business Asset Products from the Branch Customer base / HNW of the Branch / Open Market.
Visit the Allocated Branch on a daily basis and meet the Branch staff for the Lead generation and update the Lead tracker register on a daily basis.
Ensure all documents are checked in Originals, including KYC. Sign OSV on checking the originals only.
Visit the customer's residence/office to pick up the documents as per policy requirements and submit the file/application.
Submission of Daily Sales report.
Achieve the defined Targets.
Responsible for collecting the Pre and Post sanction documents.

Desired Candidate Profile