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 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:
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
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