Merchant Services-me Sales Officer

1 month ago


Haldwani, India HDFC Bank Full time

Department- ME Sales- Job posted on- Feb 21, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - 3 years**Group Company**: HDFC Bank Limited

**Designation**: Merchant Services-ME Sales Officer - SO

**Office Location**: Haldwani-3 Haldwani (Branch)

**Position description**:
Merchant Services-ME Sales Officer - SO

**Primary Responsibilities**:

- To achieve Merchant Acquiring product & Cross-sell targets as defined by management month on month.
- To source Merchant Acquiring products (POS, Soundbox, SmartHub etc.) from the Branch Customer base (HNW/Non-HNW) / Open Market.
- Visiting the Allocated Branch on daily basis and meet the Branch staff for Lead generation.
- Sales Officer will work on the existing base of Self-employed customers having banking relationship to offer Merchant Acquiring Solution.
- Sales Officer needs to source Competition Merchants along with their complete banking relationship.
- Sales Officer will be responsible for ensuring engagement & Visitation of all portfolio merchants assigned.
- Sales Officer will also be responsible for Activating these Merchants, Increase the Volume share and generating Cross Sell leads during these interactions.
- Sales Officer must ensure daily login to Sales Automation Software (Vymo/CRM) & ensure calling out to customers for cross-sell, Portfolio enhancement, Visit updates etc.
- Sales Officer will be responsible for ensuring 100% leads & databases (CRM, Vymo) are actioned and updated within Turn Around Time.
- Sales Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only.
- Sales Officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered to.

**Additional Responsibilities**:

- Cross Sell - CC, CASA, Asset, TPP, etc.

**Educational qualifications preferred**
- **Category**: Bachelor's Degree
- **Academic score**: Pass
- **Institution tier**: Any

**Required Training/s**:
Basic product and process training

**Required work experience**
- **Industry**: Banking preferred - but not a constraint
- **Years of experience**: 0 to 3

**Key Performance Indicators**:
Sales Profile

**Required Competencies**:
Flair for sales and go getter attitude, Good Communication skills, tech savvy

**Required Knowledge**:
**Required Skills**:
Good communication and interpersonal skills, Time management, disciplined sales approach

**Required abilities**
- **Physical**: Sales call and field visits..

**Specific requirements**
- **Travel**: Local travel for customer meetings
- **Vehicle**: Preferred(At least two wheeler)

**Other details**
- **Pay Rate**: As per industry norms and labour laws
- **Contract Types**: Permanent
- **Time Constraints**: None
- **Compliance Related**: As per Bank's laid down policies
- **Union Affiliation**: N/A



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