Retail Branch Banking-acquisition Sales Officer

1 week ago

Patiala, India HDFC Bank Full time

**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, help-desks 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 & follow-up 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 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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