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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, help-desks 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 & follow-up 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 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
