Hellowork Technologies Private Limited

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Functional Area


Job openings for sales manager in mumbai

Relationship Manager



ales:(Acquiring, Enhancing ,Deepening and Retention)
Acquire new customers who meet product criteria and flag them on the system
o Referrals generated from existing customers
o Leads generated by branch staff & personal leads
o Databases
o Premier Acquisition Channel
Increase liabilities size of relationship via:
o Balances in a/c’s of existing customer
o Acquire all related ids of the Primary id and send racing request on Webbased system/entry form to CPU for flagging and grouping
o Use FD maturity reports to track maturity of HDFC FDs and prevent
o Use wallet profile to track FDs in other banks and divert them into HDFC
on maturity
o Use wallet profile sheet to track accounts and products with other bank
and transfer the same
o Know the customer’s business to proactively provide financial solutions
Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal
sales support
Penetration of products across family groups.
Sales across all product segments-TPP, Assets, Cards etc.
Portfolio Management
Identify existing/new customers who meet Preferred product criteria and flag
them on the system and upgrade these customers under the Preferred programme
in line with the Preferred grouping criteria
o Liaising with PB to flag eligible customers from Classic portfolio
o Identifying customers through Large Transaction reports (LTR)
o GMs or VPs of all Cat A companies and CSRM salary account companies
which meet programme criteria and have future potential
Ensure that individual customers are grouped and Customer To Group (CTG)
Ratio is maintained on the portfolio
o By grouping them with their family members who already hold accounts
with us
o By grouping them with their family members post selling liability
products to the family members, if they do not have banking relationship
with us
Ensure that optimal levels of Income generating Product Group Holding (IPGH)
is reached
o Ensure that within each customer group a minimum number of stipulated
Income G

Experience 3 - 8 Years
Salary 3 Lac To 6 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Sales Sales Manager walk in

About Company

Contact Person Amruta
Mobile 8208108474
Email ID amrutha.g@helloworktpl.com

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