Job Description
Group Company: HDFC Bank Limited
Designation: Retail Branch Banking-RM Service Officers
Position description:
To assist acquisition of Salary and salary Family accounts from corporate employees
Primary Responsibilities:
• Preliminary responsibility of officer is to lesioning with corporates for Shopper Activation, SLC Credit and other correspondence.
• Coordinating with Corporates and customer for reactivation of salary accounts.
• 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.
• Seeing the original copies of all the documents submitted by the customer for account opening process.
• Ensuring that the customer signs being physically present in front of the OFFICER.
• Reconcile insta - kits with the AM and Branch team as per Audit circular Sales Officer is required to ensure that all documentation / account opening formalities are completed in his/her presence.
• To verify the authenticity of the documents & identity of the customers.
• Ensure that the photograph submitted for the ID proof is clearly visible & should match with the photo on the AOD.
• Ensure Tatkal kits are available for the inductions.
Additional Responsibilities:
• Any other task assigned by seniors from time to time.
Educational qualifications preferred
• Category: Bachelor's Degree, Master's Degree
• Academic score: 50% +
Required work experience
• Industry: BFSI
• Role: Fresher/Sales
• Years of experience: 0 to 1
Required Skills:
• Good Team spirit
• Inter personal skill
• Time / Team Working
• Good communication skill
• Proactive & focused approach
Other:
• Reporting Designation: RM EBFS
• Reporting Department-Sub BU: EBFS
Specific requirements
• Travel: Customer Visits
Other details
• Contract Types: PERMANENT
Designation: Retail Branch Banking-RM Service Officers
Position description:
To assist acquisition of Salary and salary Family accounts from corporate employees
Primary Responsibilities:
• Preliminary responsibility of officer is to lesioning with corporates for Shopper Activation, SLC Credit and other correspondence.
• Coordinating with Corporates and customer for reactivation of salary accounts.
• 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.
• Seeing the original copies of all the documents submitted by the customer for account opening process.
• Ensuring that the customer signs being physically present in front of the OFFICER.
• Reconcile insta - kits with the AM and Branch team as per Audit circular Sales Officer is required to ensure that all documentation / account opening formalities are completed in his/her presence.
• To verify the authenticity of the documents & identity of the customers.
• Ensure that the photograph submitted for the ID proof is clearly visible & should match with the photo on the AOD.
• Ensure Tatkal kits are available for the inductions.
Additional Responsibilities:
• Any other task assigned by seniors from time to time.
Educational qualifications preferred
• Category: Bachelor's Degree, Master's Degree
• Academic score: 50% +
Required work experience
• Industry: BFSI
• Role: Fresher/Sales
• Years of experience: 0 to 1
Required Skills:
• Good Team spirit
• Inter personal skill
• Time / Team Working
• Good communication skill
• Proactive & focused approach
Other:
• Reporting Designation: RM EBFS
• Reporting Department-Sub BU: EBFS
Specific requirements
• Travel: Customer Visits
Other details
• Contract Types: PERMANENT
💡 Quick Summary
Seeking a career-building opportunity? The Retail Branch Banking|RM Service Officers position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.
