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Retail Branch Banking-acquisition Sales Officer

3 months ago

Meerut, Uttar Pradesh, India HDFC Bank Full time
Department- EBFS- Job posted on- Feb 21, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 1 year - 3 years
Group Company: HDFC Bank Limited

Designation:
Retail Branch Banking-Acquisition Sales Officer

Position description:

To ensure relationship management with corporate admin for lead generation & verifying authenticity of KYC documents

Primary Responsibilities:

  • Acquisition of Salary accounts from corporate & meeting monthly productivity norm.
  • Attending employee inductions at corporates to acquire accounts of newly joined employees.
  • Engage the HR / Admin / Finance teams at the corporate for routine account opening requirements.
  • SALES OFFICERs to ensure relationship management with the corporate Admin & ensure penetration of accounts.
  • 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.
  • Conduct Lead Generation Activities like catchment mapping, references, helpdesks at corporate.
  • To achieve the set productivity norms for salary account sourcing & cross sell.

Additional Responsibilities:

  • Pitch higher variant salary accounts to Senior employees along with managed program
  • Meeting & followup with the customer regularly after his account gets opened for Early funding of the sourced account with Salary Credit
  • 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 SALES OFFICER
  • Reconcile instakits 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