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.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Retail Branch Banking|RM Service Officers | | I365 position is now open for candidates interested in the Bank Jobs sector. This role in Pune, Maharashtra 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.
