Retail Branch Banking|Acquisition

Department

EBFS

Job posted on

Aug 8, 2024

Employee Type

Permanent-Sales Vertical

Experience range (Years)

1 year - 3 years

Group Company: HDFC Bank Limited

Designation: Retail Branch Banking-Acquisition Sales Officer

Position description:

To ensure relationship management with corporate admin for lead generation & verifying authenticity of KYC documents

Primary Responsibilities:

Acquisition of Salary accounts from corporate & meeting monthly productivity norm.

Attending employee inductions at corporates to acquire accounts of newly joined employees.

Engage the HR / Admin / Finance teams at the corporate for routine account opening requirements.

SALES OFFICERs to ensure relationship management with the corporate Admin & ensure penetration of accounts.

Explain and collect the appropriate documentation required for account opening as per the laid down KYC policy of the Bank for onward submission to the Branch delegated authority.

Conduct Lead Generation Activities like catchment mapping, references, help-desks at corporate.

To achieve the set productivity norms for salary account sourcing & cross sell.

Additional Responsibilities:

Pitch higher variant salary accounts to Senior employees along with managed program

Meeting & follow-up with the customer regularly after his account gets opened for Early funding of the sourced account with Salary Credit

Cross-Selling of various Products.

Preparing Daily Sales Reports having the details of all the calls made during the day

Seeing the original copies of all the documents submitted by the customer for account opening process

Ensuring that the customer signs being physically present in front of the SALES OFFICER

Reconcile insta-kits with the AM and Branch team as per Audit circular, sales officer is required to ensure that all documentation / account opening formalities are completed in his/her presence

To verify the authenticity of the documents & identity of the customers

Ensure that the photograph submitted for the ID proof is clearly visible & should match with the photo on the AOD

Ensure Tatkal kits are available for the inductions

Educational qualifications preferred

Category: Bachelor's Degree, Master's Degree

Academic score: 50% +

Required work experience

Industry: BFSI

Role: Fresher/Sales

Years of experience: 0 to 1

Required Skills:

Good Team spirit

Inter personal skill

Time / Team Management

Good communication skill

Proactive & focused approach

Other:

Reporting Designation: Acquisition Manager

Reporting Department-Sub BU: EBFS

Specific requirements

Travel: Customer Visits

Other details

Contract Types: PERMANENT