Sourcing for Hsl- Sales Officer
1 week ago
- Branch Dealing
- Job posted on
Jul 27, 202
- Employee Type
- Permanent-Sales Vertical
- Experience range (Years)
Group Company:
HDFC Bank Limited
Designation:
Sourcing for HSL- Sales Officer
Position description:
Forms /documentation checking & affixing the Branch inward stamp & verifying on flexcube & aadhaar site.
Primary Responsibilities:
- a. Form / documentation checking
- The RPA will thoroughly check the form for client signature and accuracy of form filling.
- They will also check if the supporting documents are properly attested by the client and the SO. They will cross verify the details in the form with the copy of PAN card and address proof.
- Once form checking is complete they will affix the Branch inward stamp.
- To check whether name on form matches with the name in Flex cube. Signature on form tallies with Flex cube.
- Whether client is first holder in the given savings account and has been given net banking rights. The RPA will also check if account is funded adequately to meet the account opening charges
- Whenever a copy of Aadhaar card is provided as address proof by the client, the RPA will verify the copy against the Aadhaar site and take a print out of the same.
Additional Responsibilities:
- e. CRM login
- Before forwarding the form to the
WBO operations team for FTS, the RPA will enter the form in CRM for lead creation
- All forms that have been returned by the
WBO operations team to the RPA due to any discrepancy,
- g. Form authorization
- Once the RPA is fully assured of the correctness of the form, they will authorise the form and forward the same for account opening.
- The RPA will followup with the respective SO/ASM for curing of the forms on hold / rejected forms.
Educational qualifications preferred
-
Category: Bachelor's Degree, Master's Degree
Required work experience
-
Industry: BFSI
-
Role: Operations
-
Years of experience: 0 to 3
Key Performance Indicators:
1) Timely & Accurate Form Verifications
2) Ensure FTR
3) CRM Entry/ Process adherence
4) System Validations
Required Competencies:
1) Self-motivated
2) Confidence
2) Active Listening
Required Knowledge:
Detailed understanding on Policies, Process & Products
Required Skills:
1) Process Adherence
2) Time Management
3) Technical Proficiency
4) Data Processing skills
Other:
Reporting Designation:
- Functional
- HSL Area Sales Manager
Administrative
- Local
WBO Head
Reporting Department-Sub BU:
WBO
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