Retail Branch Banking-acquisition Service Officer - Coimbatore, Tamil Nadu, India - HDFC Bank

HDFC Bank

Verified Company

Coimbatore, Tamil Nadu, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Department- EBFS- Job posted on- Feb 19, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N

A
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, helpdesks 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 & followup 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
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Category: Bachelor's Degree, Master's Degree

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Academic score: 50% +

Required work experience
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Industry: BFSI

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Role: Fresher/Sales

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Years of experience: 0 to 1

Required Skills: