Retail Branch Banking-acquisition Service Officer

2 weeks ago


Delhi, Delhi, India HDFC Bank Full time
Department

  • EBFS
  • Job posted on


Aug 20, 202
  • Employee Type
  • Permanent-Sales Vertical
  • Experience range (Years)
years

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

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