Job Description
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, help-desks 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 & follow-up 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.
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, help-desks 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 & follow-up 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.
💡 Quick Summary
Seeking a career-building opportunity? The Retail Branch Banking|Acquisition Service 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.
