Sales officer
HDFC Bank Ltd.
Total years of experience :2 years, 11 Months
• Providing excellent customer service and effectively resolving customer issues.
• Being proficient in understanding and educating customers on consumer deposit products and consumer lending.
• Driving sales through walk-in customers with a disciplined sales process and using current technology to drive both sales and service.
• Sourcing referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
• Adhering to all operational, security, risk and regulatory policies and procedures.
• Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
• Enhance Company image by delivering superior customer service.
• Role as a broker-dealer Registered Representative:
Identify cross-sell opportunities; referral of customers to other sales representatives of HSBC Securities (USA) Inc. through proper customer profiling.
• Ensure adherence to established referral structure on investment and insurance products.
• Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs.
• Work closely with Financial Advisors and Mortgage partners to further develop the client relationship.
• Quick response to the Preferred or Classic Customers.
• Fulfill Customer needs with the help of Personal Bankers.
• Maintain and develop good relationship with customers through Personal Contact or Meetings or Via Telephone etc.
• Help management in upcoming products and discuss on special promotions.
• Main Role of Branch Banker is to Generate Sales to the bank products such as F.D., R.D., L.I., and Loans Etc, and Sales officer generate Cross sales to personal bankers.
• Maintain personal record with good relation with Bank Staff.
• Generally oversee the management, purchase, and replenishment of goods in a sales establishment to ensure maintenance of stock levels.
• Maintaining accurate record of inventory and stock management systems according to set standards.
• I engage in the forecast of supply and demand to obtain information necessary for the continuity of supply chain.
• Stock controllers in fulfilling their role oversee the placing of orders to ensure requested goods are delivered on time.
• Maintain record of store execution performance using specialized management programs.
• Checked inventory and the condition of stored items at regular intervals.
• Maintained good housekeeping in all stores areas.
• To provide sales support by preparing weekly and monthly sales reports.
• Handling safety activities in warehouse and Multimode transport management.
• Issued material from stores against Material Issue Vouchers (MIV) as approved by responsible managers.
• Maintained filing system and records as necessary for material traceability and control.
• Check all transfers to ensure accurate scanning, rectify discrepancies, shortage & adjustments, excesses etc.
• Initiated actionsto identify and dispose of all scrap material.
Well I am Masters of business administration and i want to express my projects, my knowledge, my experiences, my skills, and as well as my good Nature by which i can handle the Changes.