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 | Alwar position is now open for candidates interested in the Bank Jobs sector. This role in Alwar 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.