Bank Jobs in Kolkata


Business Enhancement Unit-Tele Sales Officer

Full Job Description

Group Company: HDFC Bank Limited

Designation: Business Enhancement Unit-Tele Sales Officer

Position description: Responsible for sales closure through Tele calling and leads generated of all asset & liability products by Internal & External lead channels.

Primary Responsibilities:

  • Process Management:
  • Follow the process & adhere to the guidelines of the Channel.
  • Code of Conduct and other compliances to be followed strictly as downloaded during trainings and at regular team meetings.
  • Adhering to the required system login & Dialer hygiene parameters (TOS / Wrap / Talk time) for the day / month.
  • Maintain Call & business Productivity.
  • Ensure adherence to Call information management guidelines to eliminate / minimize customer complaints related to misinformation / misrepresentation.
  • Adhere to the business performance in terms of call coverage, database and lead management, appointments fixed, business in hand, logins, disbursements, hygiene parameters -complaints and sourcing mix
  • Target v/s Achievement:
  • The prime KRA is to meet the business targets set for the Month / Year and maintain productivity benchmarks.
  • identify the right product for customers and ensure sales closure.
  • Quality Management:
  • Understanding the exact customer’s needs & selling the right product to the customer.
  • Effective interaction / communication to be done with customer.
  • Ensure proper tagging & dispositions of leads & database called on Dialer systems.
  • Tele Sales Officer to work on the feedback shared by the supervisor / training & quality manager on the quality of appointment fixed & communication with customer’s.
  • Cross sell different banks products to the customer as per the requirement.
  • Ensure adherence to the processes laid down for call management, lead management, database management and customer management.
  • Attend the Product, soft skills, process training programs and refreshers through SCC & product teams.


Additional Responsibilities:

  • Any other task assigned by seniors from time to time.


Educational qualifications preferred

  • Category: Bachelor’s Degree, Master’s Degree

Required work experience

  • Industry: BFSI
  • Role: Fresher/Sales
  • Years of experience: 0 to 1

Required Competencies:

  • Sales and Influencing Skills
  • Banking Product & Process Knowledge
  • Communication
  • Knowledge of Competition & Current trends in financial Industry.



  • Reporting Designation: Sales Manager
  • Reporting Department-Sub BU: Business Enhancement Unit

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