Job Description
>
> Group Company: HDFC Bank Limited
>
> Designation: Credit Card-Commercial Cards - Sales Officer (SBU13-3_13+4_100032)
>
>
> Office Location: Ashok Marg-C Scheme Jaipur (Branch)
>
> 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
> - Reporting to Business & Prepaid Sales Manager
>
> Reporting Team
>
> - Reporting Designation:
> - Reporting Department:
>
> Educational qualifications preferred
>
> - Category:
> - Field specialization:
> - Degree: Bachelor of Commerce - BCom, Master of Business Administration - MBA
>
> - Academic score:
> - Institution tier:
>
> Required Certification/s:
>
> Required Training/s:
>
> Required work experience
>
> - Industry: BFSI
> - Role:
> - Years of experience: to
>
> Key Performance Indicators:
>
> 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
>
>
> Required abilities
>
> - Physical:
> - Other:
>
> Work Environment Details:
>
> Specific requirements
>
> - Travel: Customer Visits
> - Vehicle:
> - Work Permit:
>
> Other details
>
> - Pay Rate:
> - Contract Types: Permanent
> - Time Constraints:
> - Compliance Related:
> - Union Affiliation
> Group Company: HDFC Bank Limited
>
> Designation: Credit Card-Commercial Cards - Sales Officer (SBU13-3_13+4_100032)
>
>
> Office Location: Ashok Marg-C Scheme Jaipur (Branch)
>
> 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
> - Reporting to Business & Prepaid Sales Manager
>
> Reporting Team
>
> - Reporting Designation:
> - Reporting Department:
>
> Educational qualifications preferred
>
> - Category:
> - Field specialization:
> - Degree: Bachelor of Commerce - BCom, Master of Business Administration - MBA
>
> - Academic score:
> - Institution tier:
>
> Required Certification/s:
>
> Required Training/s:
>
> Required work experience
>
> - Industry: BFSI
> - Role:
> - Years of experience: to
>
> Key Performance Indicators:
>
> 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
>
>
> Required abilities
>
> - Physical:
> - Other:
>
> Work Environment Details:
>
> Specific requirements
>
> - Travel: Customer Visits
> - Vehicle:
> - Work Permit:
>
> Other details
>
> - Pay Rate:
> - Contract Types: Permanent
> - Time Constraints:
> - Compliance Related:
> - Union Affiliation
💡 Quick Summary
Seeking a career-building opportunity? The E362 | Credit Card|Commercial Cards | Sales Officer position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.
