Job Description
Group Company: HDFC Bank Limited
Designation: Credit Card-Commercial Cards - Sales Officer
Position description: To source Business from the Branch Customer base / HNW of the Branch / Open Market /VFS/BLS Customers and to process customer application,KYC documents collection, validation & submission.
Primary Responsibilities:
• Sourcing business from Bank branches/VFS /BLS centers :- Visiting VFS /BLS centers/ Bank branches daily for interacting with customers and pitching Prepaid / Business cards and Cross sell products.
• The BDR / Sales Executive will work very closely with the Sales Manager/ VFS/BLS/ Branch Staff including RM's of the Branch. Will be allocated Branches for performing the job role.
• To source Business from the Branch Customer base / HNW of the Branch / Open Market /VFS/BLS Customers.
• To meet assigned targets
• Responsible for conducting Events/Displays at the Branch/corporates/Malls etc.
• Submission of Daily Sales report.
• KYC documents collection validation , submission :-
• Ensure all documents are checked in Originals, including KYC. Sign OSV on checking the originals only.
• Visit the customer's residence / office to pick up the documents as per policy requirement and Login the file (submission of file / application to CPA or, RM, PB in the branch as required).
• Responsible for collecting the Post disbursement documents wherever required
• Processing customer application : -
• Successfully implementing and following the laid down bank process.
Additional Responsibilities:
• Calling customers and driving reloads through physical and digital mode such as Mobile Banking, Quick Reload, Net Banking and Prepaid Net Banking, sale of products
• Meeting/Calling the customer for Cross Sell of designated products.
• Building relationships with customers in order to ensure satisfied customer and also generate future business for bank products
Educational qualifications preferred
• Category: Bachelor's Degree, Master's Degree
• Academic score: 50% +
Required work experience
• Industry: BFSI
• Role: Sales Officer
• Years of experience: 1 to 3
Required Competencies:
• Good Team spirit
• Inter personal skill
• Time / Team Management
• Good communication skills in English, Hindi/local language
• Proactive & focused approach
Required Knowledge:
Work experience in the profile
Required Skills:
Graduate and above
Other:
• Reporting Designation: Business & Prepaid Sales Manager
• Reporting Department-Sub BU: Commercial Cards-Sales
Specific requirements
• Travel: Customer Visits
Other details
• Contract Types: PERMANENT
Designation: Credit Card-Commercial Cards - Sales Officer
Position description: To source Business from the Branch Customer base / HNW of the Branch / Open Market /VFS/BLS Customers and to process customer application,KYC documents collection, validation & submission.
Primary Responsibilities:
• Sourcing business from Bank branches/VFS /BLS centers :- Visiting VFS /BLS centers/ Bank branches daily for interacting with customers and pitching Prepaid / Business cards and Cross sell products.
• The BDR / Sales Executive will work very closely with the Sales Manager/ VFS/BLS/ Branch Staff including RM's of the Branch. Will be allocated Branches for performing the job role.
• To source Business from the Branch Customer base / HNW of the Branch / Open Market /VFS/BLS Customers.
• To meet assigned targets
• Responsible for conducting Events/Displays at the Branch/corporates/Malls etc.
• Submission of Daily Sales report.
• KYC documents collection validation , submission :-
• Ensure all documents are checked in Originals, including KYC. Sign OSV on checking the originals only.
• Visit the customer's residence / office to pick up the documents as per policy requirement and Login the file (submission of file / application to CPA or, RM, PB in the branch as required).
• Responsible for collecting the Post disbursement documents wherever required
• Processing customer application : -
• Successfully implementing and following the laid down bank process.
Additional Responsibilities:
• Calling customers and driving reloads through physical and digital mode such as Mobile Banking, Quick Reload, Net Banking and Prepaid Net Banking, sale of products
• Meeting/Calling the customer for Cross Sell of designated products.
• Building relationships with customers in order to ensure satisfied customer and also generate future business for bank products
Educational qualifications preferred
• Category: Bachelor's Degree, Master's Degree
• Academic score: 50% +
Required work experience
• Industry: BFSI
• Role: Sales Officer
• Years of experience: 1 to 3
Required Competencies:
• Good Team spirit
• Inter personal skill
• Time / Team Management
• Good communication skills in English, Hindi/local language
• Proactive & focused approach
Required Knowledge:
Work experience in the profile
Required Skills:
Graduate and above
Other:
• Reporting Designation: Business & Prepaid Sales Manager
• Reporting Department-Sub BU: Commercial Cards-Sales
Specific requirements
• Travel: Customer Visits
Other details
• Contract Types: PERMANENT
💡 Quick Summary
Seeking a career-building opportunity? The Credit Card|Commercial Cards position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.