Verified Job
Accounting - Finance
Retail Branch BankingAcquisition Sales Officer
Accounting - Finance
#301945
Remote / WFH
Job Description
Group Company: HDFC Bank Limited
Designation: Retail Branch Banking-Acquisition Sales Officer
Position description:
To ensure relationship management with corporate admin for lead generation & verifying authenticity of KYC documents
Primary Responsibilities:
• Acquisition of Salary accounts from corporate & meeting monthly productivity norm.
• Attending employee inductions at corporates to acquire accounts of newly joined employees.
• Engage the HR / Admin / Finance teams at the corporate for routine account opening requirements.
• SALES OFFICERs to ensure relationship management with the corporate Admin & ensure penetration of accounts.
• Explain and collect the appropriate documentation required for account opening as per the laid down KYC policy of the Bank for onward submission to the Branch delegated authority.
• Conduct Lead Generation Activities like catchment mapping, references, help-desks at corporate.
• To achieve the set productivity norms for salary account sourcing & cross sell.
Additional Responsibilities:
• Pitch higher variant salary accounts to Senior employees along with managed program
• Meeting & follow-up with the customer regularly after his account gets opened for Early funding of the sourced account with Salary Credit
• 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 SALES 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
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 Management
• Good communication skill
• Proactive & focused approach
Other:
• Reporting Designation: Acquisition Manager
• Reporting Department-Sub BU: EBFS
Specific requirements
• Travel: Customer Visits
Other details
• Contract Types: PERMANENT
Designation: Retail Branch Banking-Acquisition Sales Officer
Position description:
To ensure relationship management with corporate admin for lead generation & verifying authenticity of KYC documents
Primary Responsibilities:
• Acquisition of Salary accounts from corporate & meeting monthly productivity norm.
• Attending employee inductions at corporates to acquire accounts of newly joined employees.
• Engage the HR / Admin / Finance teams at the corporate for routine account opening requirements.
• SALES OFFICERs to ensure relationship management with the corporate Admin & ensure penetration of accounts.
• Explain and collect the appropriate documentation required for account opening as per the laid down KYC policy of the Bank for onward submission to the Branch delegated authority.
• Conduct Lead Generation Activities like catchment mapping, references, help-desks at corporate.
• To achieve the set productivity norms for salary account sourcing & cross sell.
Additional Responsibilities:
• Pitch higher variant salary accounts to Senior employees along with managed program
• Meeting & follow-up with the customer regularly after his account gets opened for Early funding of the sourced account with Salary Credit
• 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 SALES 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
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 Management
• Good communication skill
• Proactive & focused approach
Other:
• Reporting Designation: Acquisition Manager
• Reporting Department-Sub BU: EBFS
Specific requirements
• Travel: Customer Visits
Other details
• Contract Types: PERMANENT
