Job Description
Group Company: HDFC Bank Limited
Designation: Retail Branch Banking-Current Account Sales Officer
Position description: Outbound Sales Resource responsible for sourcing business from the market and responsible for fulfilling of leads of Branch Staff
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:
• Take Part in conducting Pormotional activities for souricng Current Acocunt in and around the Branch Catchment
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
Other details
• Contract Types: PERMANENT
Designation: Retail Branch Banking-Current Account Sales Officer
Position description: Outbound Sales Resource responsible for sourcing business from the market and responsible for fulfilling of leads of Branch Staff
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:
• Take Part in conducting Pormotional activities for souricng Current Acocunt in and around the Branch Catchment
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
Other details
• Contract Types: PERMANENT
💡 Quick Summary
Seeking a career-building opportunity? The Retail Branch Banking|Current Account Sales Officer position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
