Retail Branch Banking-acquisition Sales Officer

4 days ago

India HDFC Bank Full time

Department- EBFS- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**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

  • Retail Branch Banking-branch Sales Officer

    7 days ago

    India HDFC Bank Full time

    Department- Branch Banking- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Branch Banking-Branch Sales Officer **Position description**: - Outbound Sales Resource responsible for sourcing business from the market - Responsible for...

  • Retail Branch Banking-branch Sales Officer

    4 days ago

    India HDFC Bank Full time

    Structure- Branch Banking- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Branch Banking-Branch Sales Officer **Position description**: - Outbound Sales Resource responsible for sourcing business from the market - Responsible for...

  • Retail Branch Banking-branch Sales Officer

    4 days ago

    India HDFC Bank Full time

    Department- Branch Banking- Job posted on- Feb 02, 2024- Employment type- Permanent-Sales Vertical**Group Company**: HDFC Bank Limited **Designation**: Retail Branch Banking-Branch Sales Officer **Position description**: - Outbound Sales Resource responsible for sourcing business from the market - Responsible for fulfilling of leads of Branch Staff and...

  • Retail Branch Banking-branch Sales Officer

    4 weeks ago

    India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Retail Branch Banking-Branch Sales Officer **Position description**: - Outbound Sales Resource responsible for sourcing business from the market - Responsible for fulfilling of leads of Branch Staff and Other Verticals - Adhere to the KYC and AML guidelines of the Bank for Account Opening **Primary...

  • Retail Branch Banking-branch Sales Officer

    2 weeks ago

    India HDFC Bank Full time

    Department- Branch Banking- Job posted on- Feb 02, 2024- Employment type- Permanent-Sales VerticalGroup Company: HDFC Bank LimitedDesignation: Retail Branch Banking-Branch Sales OfficerPosition description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other Verticals Adhere...

  • Retail Branch Banking-dgso

    7 days ago

    India HDFC Bank Full time

    Department- EBFS- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Branch Banking-DGSO **Position description**: Acquisition of Salary accounts from Government Organizations, ensure relationship management with the government superiors and...

  • Branch Manager

    1 month ago

    india Listed Private Sector Bank Full time

    BRANCH MANAGER – Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall...

  • Branch Operation Officer

    7 days ago

    India Ujjivan Small Finance Bank Full time

    **Branch Operation Officer (Branch Banking) 2257-JIND**: Multiple locations - Department- NORTH BUSINESS- Job posted on- May 28, 2024- Employment type- Permanent**Group Company**: Ujjivan Small Finance Bank **Designation**: Branch Operation Officer (UB-BB-SB-BOO), Branch Operation Officer (UB-BB-EB-BOO), Branch Operation Officer (UB-BB-WB-BOO), Branch...

  • Bancassurance Officer

    4 weeks ago

    India Tata AIA Life Full time

    **Job Description **JOB DESCRIPTION** **A Position Overview** **Position Title** Bancassurance Officer - HDFC Bank Branch Banking **Department** HDFC Bank - Branch Banking **Level/ Band** Officer / 110 **Role Summary**: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations **B...

  • Retail Assets

    3 weeks ago

    India HDFC Bank Full time

    Department- Retail Assets - Gold Loan- Job posted on- Feb 20, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Assets - Gold Loan - Sales officer (49_1083_100015) **Office Location**: KARTARPUR BRANCH, KARTARPUR BRANCH **Position description**: MIS management -...

  • Retail Assets

    3 weeks ago

    India HDFC Bank Full time

    Department- Retail Assets - Gold Loan- Job posted on- Feb 20, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Assets - Gold Loan - Sales officer (49_1867_100015) **Office Location**: PORVORIM BRANCH GOA, PORVORIM BRANCH GOA **Position description**: MIS...

  • Retail Assets

    3 weeks ago

    India HDFC Bank Full time

    Department- Retail Assets - Gold Loan- Job posted on- Feb 20, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Assets - Gold Loan - Sales officer (49_1461_100015) **Office Location**: SHAHBAD BRANCH, SHAHBAD BRANCH **Position description**: MIS management -...

  • Retail Assets

    3 weeks ago

    India HDFC Bank Full time

    Department- Retail Assets - Gold Loan- Job posted on- Feb 20, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Assets - Gold Loan - Sales officer (49_1791_100015) **Office Location**: IGATPURI BRANCH, IGATPURI BRANCH **Position description**: MIS management -...

  • Retail Assets

    3 weeks ago

    India HDFC Bank Full time

    Department- Retail Assets - Gold Loan- Job posted on- Feb 20, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Assets - Gold Loan - Sales officer (49_2101_100015) **Office Location**: UPLETA BRANCH, UPLETA BRANCH **Position description**: MIS management -...

  • Retail Assets

    3 weeks ago

    India HDFC Bank Full time

    Department- Retail Assets - LAP- Job posted on- Feb 20, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Assets - LAP - Sales Executive (51_2025_100149) **Office Location**: Bank House,Marathon IT Park, Bank House,Marathon IT Park **Position description**: Retail...

  • Retail Assets

    3 weeks ago

    India HDFC Bank Full time

    Department- Retail Assets - LAP- Job posted on- Feb 20, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Assets - LAP - Sales Executive (51_336_100149) **Office Location**: Civil lines (Bhatinda), Civil lines (Bhatinda) **Position description**: Retail Assets -...

  • Retail Assets

    4 weeks ago

    India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Retail Assets - LAS and EL- Sales Officer **Position description**: To acquire clients & constant engagement with the branches for lead generation and provide adequate support to the branch **Primary Responsibilities**: - Branch Visit & Engagement: - Visit and manage the branches as assigned -...

  • Retail Assets

    2 weeks ago

    India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Retail Assets - Gold Loan - Sales officer **Office Location**: Bhujodi Bhujodi (Branch) **Position description**: MIS management - Preparation of MIS to respective stakeholders Data Warehousing - Preparation of Data and sharing to respective stakeholders. Reporting to Product Manager **Primary...

  • Retail Assets

    4 weeks ago

    India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Retail Assets - LAP - Sales Executive (51_12_100149) **Office Location**: AGRA - SANJAY PLACE - UP, AGRA - SANJAY PLACE - UP **Position description**: Retail Assets - LAP - Sales Executive **Primary Responsibilities**: - To source Business from the Branch Customer base / HNW of the Branch / Open...

  • Associate Manager-Acquisition

    2 weeks ago

    India IDFC FIRST Bank Full time

    Job Title - Associate Manager-Acquisition(Current Account Place of work - Pan - India Business Unit - Retail Banking Function -Branch Banking Compensations - Best in class in the industry. In addition valuable service awards would apply. Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of...