Retail Branch Banking-acquisition Service Officer

7 days ago


Coimbatore, Tamil Nadu, India HDFC Bank Full time
Department- EBFS- Job posted on- Feb 19, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N

A
Group Company:

HDFC Bank Limited

Designation:
Retail Branch Banking-Acquisition Service Officer

Position description:

  • To interact with corporates for Shopper Activation, SLC Credit and other correspondence

Primary Responsibilities:

  • Acquisition of Salary and Family accounts from corporate employees, their families & meeting monthly productivity benchmark.
  • Assisting Manager in coordinating with corporates & Key Officials of corporates for Shopper Activation to increase awareness about our various products offered by our bank to increase overall business
  • Assisting Manager for Sales officers in contacting CSA enabler customer for higher activation. to increase customer engagement.
  • Using Recommendation advisor and sharing best product offer with all customers to get faster conversion.
  • To assist customers on their basic banking query. (Address change, Net Banking Pin, Mobile number updation etc.).
  • Assisting Manager & SSO to focus on digital activation of all the new accounts.
  • Assisting Manager & SSO for contacting every inactive account for activation of the salary accounts and track for regular SLC/OC.
  • Assisting Manager Engage the HR / Admin / Finance teams at the corporate for routine account opening / induction programs / other banking requirements.
  • Exploring cross sell opportunity during every customer interaction. To discuss with every customer and offer our vide range of services and increase overall penetration.
  • 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.
  • Assisting Manager & SSO in conducting Lead Generation Activities like references, helpdesks at corporate.
  • To achieve defined productivity benchmark for salary account sourcing & cross sell.
  • Reactivating accounts where salary has not been credited by calling on 1000 customers month on month.
  • Assisting Manager in coordinating with HR / Finance team of the Corporates for regular SLC Credit.
  • Assisting Manager in coordinating with corporates & Key Officials of corporates for Shopper Activation to increase awareness about our various products offered by our bank to increase overall business

Additional Responsibilities:

  • Preliminary responsibility of officer is to interact with corporates for Shopper Activation, SLC Credit and other correspondence.
  • Coordinating with Corporates and customer for reactivation of salary accounts by calling 1000 customer month on month.
  • Meeting & followup with the customer regularly through physical / telephonic after account gets opened for Early funding of the sourced account with Salary Credit.
  • Pitch higher variant salary accounts to Senior employees along with managed program.
  • 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 officers.
  • 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
  • Sales Officer

    7 days ago


    Coimbatore, Tamil Nadu, India TMI Group IN Full time

    Job Information: Salary₹ - No. of Openings100 opening- Required Skills:target driven,insurance,sales,business development,field sales,marketing,retail banking,banking,communication- Job Experience:5 yearsJob QualificationsBachelor's DegreeOBJECTIVE: Providing support to branch profitability by selling bank product - CASA through different acquisition...


  • Coimbatore, Tamil Nadu, India IDFC FIRST Bank Full time

    Role/Job Title: Area Sales Manager – Current Account (CA) Function/ Department : Branch Banking Job Purpose: The role entails managing and scaling up the retail branch banking business for the region by implementing strategies to achieve growth targets. It is accountable to ensure expansion of branch footprint, product penetration and delivery...


  • Coimbatore, Tamil Nadu, India IDFC FIRST Bank Full time

    Role/ Job Title: Branch Manager-Micro Business LoanFunction/ Department: Micro Business LoansJob Purpose:The role entails scaling up the business for the Micro Business Loan lending for a designated area by delivering banking needs to the customers in the most cost efficient and technology effective manner. Role will closely collaborate with Retail team for...


  • Coimbatore, Tamil Nadu, India IDFC FIRST Bank Full time

    Role/ Job Title: Branch Manager-Micro Business LoanFunction/ Department: Micro Business LoansJob Purpose:The role entails scaling up the business for the Micro Business Loan lending for a designated area by delivering banking needs to the customers in the most cost efficient and technology effective manner. Role will closely collaborate with Retail team for...


  • Coimbatore, Tamil Nadu, India Soldat Global Technologies Full time

    One of the leading Appliances manufacturing Company is looking for Branch service in chargeExperience: 3 yrsLocation: Coimbatore/ PondicherryJob Description:Daily update, order and maintain the minimum level inventory of required spares.Monitor and update the attendance in Muster Roll on daily basis for all branch Service EngineersCoordinate with Service...

  • Acquisition Manager

    7 days ago


    Coimbatore, Tamil Nadu, India Response Informatics Full time

    This opportunity is for a fast growing MNC bank, for the position of Preferred Banker, Acquisition Manager, Affluent Relationship Manager.To deliver acquisition of "qualified" New to Bank (NTB) Treasures clients through "need-basedapproach" and revenue performance by leverage product penetration opportunities through cross-sell of DBS products and...


  • Coimbatore, Tamil Nadu, India Corporate Resources Full time

    Job Description Managing organizational sales by developing a business plan that covers sales, revenue and expense controls. Meeting planned sales goals. Setting individual sales targets and working towards it. Developing your sales through Self-motivation. Promoting the organization and service. Understand our ideal customers and how they relate...

  • Relationship Mgr

    7 days ago


    Coimbatore, Tamil Nadu, India Standard Chartered Bank Full time

    :Ongoing Job Summary Relationship Management Responsibilities Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and...


  • Coimbatore, Tamil Nadu, India CSB Bank Full time

    AM - Liability Sales (Location : Coimbat...MFT1006 Retail BankingCity Coimbatore Required Experience YearsPosted On 17 Nov 2023Basic SectionNo. Of Openings 10 Grade NA Designation Others Closing Date 01 Mar 202 OrganisationalOrganisation CSB Bank Organization Unit Retail & SME (Business And Risk), Operations & IT Sub Org Unit Retail Banking Sub Org Unit...


  • Coimbatore, Tamil Nadu, India Muthoot Finance Full time

    MBA MALE FRESHERS - IN COIMBATORE LOCALITYHandling Sales & Operation At Branch of banking & NBFC products to Customers. Products might include either Gold loan, Personal loans, Home loans,Auto Loans ,vehicle Loans Mortgage, Loans, Or other allied products or all of these. Prospecting and identifying new leads and pitching to the customers at Branch....


  • Coimbatore, Tamil Nadu, India Muthoot Finance Full time

    MBA MALE FRESHERS - IN COIMBATORE LOCALITYHandling Sales & Operation At Branch of banking & NBFC products to Customers. Products might include either Gold loan, Personal loans, Home loans,Auto Loans ,vehicle Loans Mortgage, Loans, Or other allied products or all of these. Prospecting and identifying new leads and pitching to the customers at Branch....


  • Coimbatore, Tamil Nadu, India HDFC Bank Full time

    Department Credit cards Sales Job posted on Jul 18, 202 Employee Type Permanent-Sales Vertical Experience range (Years) yearsGroup Company: HDFC Bank LimitedDesignation: Credit cards-Sales OfficerPosition description: Acquiring new customers for payment business and to ensure quality customer service is delivered.Primary Responsibilities: Acquiring credit...


  • Coimbatore, Tamil Nadu, India CSB Bank Full time

    Executive - CAT ( Location: Coimbatore)MFT910 OperationsCoimbatore Zone Required Experience YearsPosted On 20 Mar 2023Basic SectionNo. Of Openings Grade NA Designation Others Closing Date 22 Mar 202 OrganisationalOrganisation CSB Bank Organization Unit Retail & SME (Business And Risk), Operations & IT Sub Org Unit Operations Sub Org Unit Credit...


  • Coimbatore, Tamil Nadu, India Vodafone Idea Full time

    Job Req ID:Location: Coimbatore, IN- Function: Retail- About:Vodafone Idea Limited is an Aditya Birla Group and Vodafone Group partnership. It is India's leading telecom service provider. The Company provides pan India Voice and Data services across 2G, 3G and 4G platform. With the large spectrum portfolio to support the growing demand for data and voice,...


  • Coimbatore, Tamil Nadu, India JOBS 'n TA HR Services Full time

    Roles and Responsibilities:To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank.Building Relationship and Motivate branch staff to help generate leads.Providing complete policy details and after sales services to clients.Desired Candidate Profile:'Age between yearsAt least 1 year of Sales...


  • Coimbatore, Tamil Nadu, India JOBS 'n TA HR Services Full time

    To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank.Building Relationship and Motivate branch staff to help generate leads.Providing complete policy details and after sales services to clients.Bachelors in business administration, marketing or a related fieldThree or more years' experience in...

  • Intern - Retail

    7 days ago


    Coimbatore, Tamil Nadu, India Walkaroo International Full time

    Minimum Required Experience : 0 yearsInternSkills:Planning & organizingUnderstanding customer needsSelf confidenceDrive for resultsAccountabilityFollowing work proceduresBusiness OperationsDescriptionDuties and Responsibilities: Support daily retail operations, including inventory management and customer service. Assist in business operations such as...

  • Office Executive

    7 days ago


    Coimbatore, Tamil Nadu, India Brilliance Attestation and Apostille Pvt Ltd Full time

    We Are Brilliance International Attestation and Apostille Service Provider having offices in India and UAEIn India we are Operating Like - Delhi, Mumbai, Bangalore,Hyderabad, Noida, Calicut Cochin, Trivandrum and ChennaiCurrently Hiring for our Mumbai Branch Handling Incoming Leads Follow up with customer Process Coordination Courier Coordination Branch...


  • Coimbatore, Tamil Nadu, India DBS Bank Full time

    Relationship Manager Business Banking - CPS-(WD51889)Job TitleRelationship ManagerDepartmentSME, IndiaSection/ Business AreaIBG 4Job StatusPermanent/ Full TimeJob PurposeTo acquire and build a well diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and...


  • Coimbatore, Tamil Nadu, India Vilvah Store Private Limited Full time

    Company OverviewVilvah Store is a sustainable skincare brand that offers skincare goodies made with the freshest ingredients and high-performance formulations. The company focuses on using pure agricultural produce, carrier oils, butter, and essential oils to nourish the skin effectively without harsh chemicals or additives. With a commitment to sourcing the...