Retail Branch Banking-acquisition Service Officer
5 months ago
**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, help-desks 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 & follow-up 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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