DFC Bank
Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
• Meet customers to sell all financial products
• Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
• Influence customers to buy FD who have no prior HDFC Deposit relationship.
• Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
• Communicate the necessary details to the customers for the products being bought by them.
• Ensure sale is completed through / in line with the defined sales process.
• Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)
and appropriate open market share for all products ( PAR / ULIP / Non Par).