Job Description
Full Job Description
Group Company: HDFC Bank Limited
Designation: Retail Branch Banking-Branch Sales Officer
Position description:
Outbound Sales Resource responsible for sourcing business from the market
Responsible for fulfilling of leads of Branch Staff and Other Verticals
Adhere to the KYC and AML guidelines of the Bank for Account Opening
Primary Responsibilities:
Outbound Sales Sourcing:
Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases
Strive to get Values in the Accounts Opened by Self
Meet the defined productivity norms for Self Sourcing
Adherence of KYC/AML in true spirit while acquisition of new accounts
Fulfillment of Leads:
Help to fulfill the CASA leads generated by other verticals
Adherence to the laid down TAT guidelines so as to meet the commitment made to customers
Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc
Business Hygiene:
Welcome Kit Management by not keeping any kit in custody without recording at branch
Right Sourcing of Customers
Value Enhancement by Regular Contact with Customers
Contribute to the cause of the Branch
Additional Responsibilities:
Managing VLEs mapped to Branches
Educational qualifications preferred
Category: Bachelor's Degree, Master's Degree
Required work experience
Industry: BFSI
Role: Fresher/Sales
Years of experience: 0 to 1
Required Skills:
Sales Skills
Intend to work in the Open Markets
Good Communication Skills
Staff with IRDA / AMFI certification will be preferable (Not Mandatory)
Other:
Reporting Designation: Sr. BSM/ BSM OR BM/PBA/BOM (where BSM is not mapped)
Reporting Department-Sub BU: Branch Banking
Specific requirements
Travel: Customer Visits
Vehicle: 2 wheeler preferred
Other details
Contract Types: PERMANENT
Group Company: HDFC Bank Limited
Designation: Retail Branch Banking-Branch Sales Officer
Position description:
Outbound Sales Resource responsible for sourcing business from the market
Responsible for fulfilling of leads of Branch Staff and Other Verticals
Adhere to the KYC and AML guidelines of the Bank for Account Opening
Primary Responsibilities:
Outbound Sales Sourcing:
Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases
Strive to get Values in the Accounts Opened by Self
Meet the defined productivity norms for Self Sourcing
Adherence of KYC/AML in true spirit while acquisition of new accounts
Fulfillment of Leads:
Help to fulfill the CASA leads generated by other verticals
Adherence to the laid down TAT guidelines so as to meet the commitment made to customers
Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc
Business Hygiene:
Welcome Kit Management by not keeping any kit in custody without recording at branch
Right Sourcing of Customers
Value Enhancement by Regular Contact with Customers
Contribute to the cause of the Branch
Additional Responsibilities:
Managing VLEs mapped to Branches
Educational qualifications preferred
Category: Bachelor's Degree, Master's Degree
Required work experience
Industry: BFSI
Role: Fresher/Sales
Years of experience: 0 to 1
Required Skills:
Sales Skills
Intend to work in the Open Markets
Good Communication Skills
Staff with IRDA / AMFI certification will be preferable (Not Mandatory)
Other:
Reporting Designation: Sr. BSM/ BSM OR BM/PBA/BOM (where BSM is not mapped)
Reporting Department-Sub BU: Branch Banking
Specific requirements
Travel: Customer Visits
Vehicle: 2 wheeler preferred
Other details
Contract Types: PERMANENT
💡 Quick Summary
Seeking a career-building opportunity? The Retail Branch Banking|Branch Sales Officer | Mansa position is now open for candidates interested in the Bank Jobs sector. This role in India 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.
