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Key Account Sales Officer-Retail Branch Banking
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#814063
Remote / WFH
Hdfc Bank
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Key Account Sales Officer-Retail Branch Banking
Hdfc Bank
3.8
(54.9K Reviews)
100+ applicants
Posted 3+ weeks ago
Job DetailsAbout CompanyReviewsSalaries
Job highlights
Graduate with 2-4 years banking or financial services experience and expertise in account opening and KYC compliance
Source incremental accounts, assist with documentation, ensure KYC adherence, explain products, and cross-sell additional banking products
0 - 3 Years
Not mentioned
Not disclosed
Pune
Key skills
Saving Account,
Cross Selling,
Retail Branch Banking,
Marketing,
Banking Sales,
Communication Skills,
Account Opening,
Salary Account,
CASA,
Sales,
Selling,
KYC,
Outbound Sales,
TPP,
Insurance,
Fixed Deposits,
Business Development,
Term Deposits,
Current Account,
Branch Banking
Job description
What you’ll do
Job Title:
Key Account Sales Officer-Retail Branch Banking
Job Details:
Business Unit: Retail Branch Banking
Team: Retail Branch Banking
Reports to: KCM / KAM
Location: PAN India
Job Function: Outbound Sales
Role Type: Individual
Direct Reportees: 0
Travel Required: Moderate
Job Band Range: S1 & S2
JD Created: 02-May-03
JD Updated: 28-Aug-25
Version No: 1.1
Job Purpose:
Source incremental accounts from corporates mapped to the KCM portfolio.
Assist customers with documentation & application formalities.
Ensure strict adherence to Know Your Customer (KYC) norms.
Explain product benefits to customers.
Cross-sell additional products with new account openings.
Achieve set productivity norms for salary account sourcing & cross-sell.
Job Responsibilities:
Ensure all documentation/account opening formalities are completed in presence.
Verify authenticity of documents & customer identity.
Ensure all mandatory fields are entered properly and documents are legible.
Ensure photograph for ID proof is clearly visible & matches AOD photo.
Ensure Tatkal kits are available for inductions.
Facilitate account opening through digital journey.
Cross-selling of various products.
Educational Qualifications:
Graduate with minimum 50% Marks.
Key Skills:
Good Team spirit
Interpersonal skills
Time / Team Working
Good communication skills
Proactive & focused approach
Experience Required:
Min. 2 to 4 Years. Banking or Financial Service industry experience.
Major Stakeholders:
Branch
Product
Marketing
Asset team
TPP team
EBFS
Required Skills
Industry type
Banking
Department
BFSI, Investments & Trading
Role
Sales Officer
Role category
Banking Operations
Employment type
Full Time, Permanent
Education
Any Graduate
Install app
Company logo
Key Account Sales Officer-Retail Branch Banking
Hdfc Bank
3.8
(54.9K Reviews)
100+ applicants
Posted 3+ weeks ago
Job DetailsAbout CompanyReviewsSalaries
Job highlights
Graduate with 2-4 years banking or financial services experience and expertise in account opening and KYC compliance
Source incremental accounts, assist with documentation, ensure KYC adherence, explain products, and cross-sell additional banking products
0 - 3 Years
Not mentioned
Not disclosed
Pune
Key skills
Saving Account,
Cross Selling,
Retail Branch Banking,
Marketing,
Banking Sales,
Communication Skills,
Account Opening,
Salary Account,
CASA,
Sales,
Selling,
KYC,
Outbound Sales,
TPP,
Insurance,
Fixed Deposits,
Business Development,
Term Deposits,
Current Account,
Branch Banking
Job description
What you’ll do
Job Title:
Key Account Sales Officer-Retail Branch Banking
Job Details:
Business Unit: Retail Branch Banking
Team: Retail Branch Banking
Reports to: KCM / KAM
Location: PAN India
Job Function: Outbound Sales
Role Type: Individual
Direct Reportees: 0
Travel Required: Moderate
Job Band Range: S1 & S2
JD Created: 02-May-03
JD Updated: 28-Aug-25
Version No: 1.1
Job Purpose:
Source incremental accounts from corporates mapped to the KCM portfolio.
Assist customers with documentation & application formalities.
Ensure strict adherence to Know Your Customer (KYC) norms.
Explain product benefits to customers.
Cross-sell additional products with new account openings.
Achieve set productivity norms for salary account sourcing & cross-sell.
Job Responsibilities:
Ensure all documentation/account opening formalities are completed in presence.
Verify authenticity of documents & customer identity.
Ensure all mandatory fields are entered properly and documents are legible.
Ensure photograph for ID proof is clearly visible & matches AOD photo.
Ensure Tatkal kits are available for inductions.
Facilitate account opening through digital journey.
Cross-selling of various products.
Educational Qualifications:
Graduate with minimum 50% Marks.
Key Skills:
Good Team spirit
Interpersonal skills
Time / Team Working
Good communication skills
Proactive & focused approach
Experience Required:
Min. 2 to 4 Years. Banking or Financial Service industry experience.
Major Stakeholders:
Branch
Product
Marketing
Asset team
TPP team
EBFS
Required Skills
Industry type
Banking
Department
BFSI, Investments & Trading
Role
Sales Officer
Role category
Banking Operations
Employment type
Full Time, Permanent
Education
Any Graduate
