1. Area/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.

Knowledge, Skills & Functional Competency :

- Knowledge of the entire geography.

- Ability to plan and map the allocated geography into areas/lane to lane.

- Ability to use tools and resources to identify potential sources.

2. Source Relationship Management :

- Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.

Knowledge Skills & Functional Competency :

- Ability to understand the potential and ensure the expected LSR, SLR and MS of the source.

- Knowledge and ability to use various tools which can be utilized to improve relationship and ratios.

3. Maintain Reports :

- Responsible for 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.

Knowledge, Skills & Functional Competency :

- Knowledge of various reports to be maintained

- Ability to capture data in the prescribed format

- Ability to understand and perform all functions of diary

4. Channel Partner Recruitment :

Responsible for identification of channel partners

Knowledge, Skills & Functional Competency

- Knowledge of BSA empanelment process.

- Ability to identify the potential channel partner

- Ability to identify whether the BSA falls within the norms and category defined.

5. Team Huddle :

- Responsible for attending team huddle on a daily basis as per the set process

Knowledge, Skills & Functional Competency :

- Knowledge of daily morning huddle process

- Ability to provide data in the prescribed format based on business requirements.

6. Customer Relationship Management :

- Responsible for enhancing the customer experience by developing and maintaining relationship with customers

Knowledge, Skills & Functional Competency :

- Knowledge of all products of HDFC and competition

- Ability to sell products and provide required services to customers

- Knowledge of KYC documentation

- Knowledge of legal documentation and technical process

- Knowledge and ability to use sales kit

- Ability to analyse credit document and derive eligibility

- Ability to handle objections