Retail Branch Banking-acquisition Sales Officer - Mumbai, Maharashtra, India - HDFC Bank
Description
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, helpdesks 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 & followup 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 instakits 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
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Travel: Customer Visits
**Other details
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