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Group Company: HDFC Bank Limited
Designation: Retail Branch Banking-Branch Sales Officer
Position description:
- Outbound Sales Resource responsible for sourcing business from the market
- Responsible for fulfilling of leads of Branch Staff and Other Verticals
- Adhere to the KYC and AML guidelines of the Bank for Account Opening
Primary Responsibilities:
- Outbound Sales Sourcing:
- Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases
- Strive to get Values in the Accounts Opened by Self
- Meet the defined productivity norms for Self Sourcing
- Adherence of KYC/AML in true spirit while acquisition of new accounts
- Fulfillment of Leads:
- Help to fulfill the CASA leads generated by other verticals
- Adherence to the laid down TAT guidelines so as to meet the commitment made to customers
- Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc
- Business Hygiene:
- Welcome Kit Management by not keeping any kit in custody without recording at branch
- Right Sourcing of Customers
- Value Enhancement by Regular Contact with Customers
- Contribute to the cause of the Branch
Additional Responsibilities:
- Managing VLEs mapped to Branches
Educational qualifications preferred
- Category: Bachelor’s Degree, Master’s Degree
Required work experience
- Industry: BFSI
- Role: Fresher/Sales
- Years of experience: 0 to 1
Required Skills:
- Sales Skills
- Intend to work in the Open Markets
- Good Communication Skills
- Staff with IRDA / AMFI certification will be preferable (Not Mandatory)
Other:
- Reporting Designation: Sr. BSM/ BSM OR BM/PBA/BOM (where BSM is not mapped)
- Reporting Department-Sub BU: Branch Banking
Specific requirements
- Travel: Customer Visits
- Vehicle: 2 wheeler preferred
Other details
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