Retail Branch Banking-branch Sales Officer

2 weeks ago

Phagwara, India HDFC Bank Full time

Department
- Branch Banking
- Job posted on
- Aug 9, 2023
- Employee Type
- Permanent-Sales Vertical
- Experience range (Years)
- 3 years - 5 years

**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 Responsibilities**:

- Outbound Sales Sourcing:

- Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases
- Strive to get Values in the Accounts Opened by Self
- Meet the defined productivity norms for Self Sourcing
- Adherence of KYC/AML in true spirit while acquisition of new accounts
- Fulfillment of Leads:

- Help to fulfill the CASA leads generated by other verticals
- Adherence to the laid down TAT guidelines so as to meet the commitment made to customers
- Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc
- Business Hygiene:

- Welcome Kit Management by not keeping any kit in custody without recording at branch
- Right Sourcing of Customers
- Value Enhancement by Regular Contact with Customers
- Contribute to the cause of the Branch

**Additional Responsibilities**:

- Managing VLEs mapped to Branches

**Educational qualifications preferred**
- **Category**: Bachelor's Degree, Master's Degree

**Required work experience**
- **Industry**: BFSI
- **Role**: Fresher/Sales
- **Years of experience**: 0 to 1

**Required Skills**:

- Sales Skills
- Intend to work in the Open Markets
- Good Communication Skills
- Staff with IRDA / AMFI certification will be preferable (Not Mandatory)

**Other**:

- Reporting Designation: Sr. BSM/ BSM OR BM/PBA/BOM (where BSM is not mapped)
- Reporting Department-Sub BU: Branch Banking

**Specific requirements**
- **Travel**: Customer Visits
- **Vehicle**: 2 wheeler preferred

**Other details**
- **Contract Types**: PERMANENT

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