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Retail Branch Banking|Current Account Sales Officer

Location: Jaipur, Rajasthan

Category: Customer Care Executive

Posted on: 2025/09/10

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
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