HDFC BANK_BRANCH (UP) |
| COMPANY NAME | HDFC Bank Limited |
| SALARY | Â |
| POST DATE DESIGNATION | FEB-21-2024 Retail Branch Banking-Acquisition Sales Officer |
| POST | EBFS |
| JOB ROLE | Fresher/Sales |
| JOB LOCATION | Meerut, Uttar Pradesh, |
| APPLY DATE | Â |
| APPLY LAST DATE | Â |
| CONTRACT TYPE | Permanent |
| PAYROLL | As per industry norms and labour laws |
| MIN. QUALIFICATION | Bachelor’s Degree, Master’s Degree |
| EXTRA SKILL | Good Team spirit Inter personal skill Time / Team Management Good communication skill Proactive & focused approach |
| OTHER SKILL | Basic computer and mobile applications knowledge. |
| REQUIRED KNOWLEDGE | Detailed understanding on Policies, Process & Products |
| WORK EXPRIENCE | 0 to 1 YEARS |
| TRAVEL REQUIRED( VICHLE) | 2 wheeler preferred |
| SELECTION PATTORN | FORM, EXAM, INTERVIEW, SELECTION |
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Primary Responsibilities:
- Acquisition of Salary accounts from corporate & meeting monthly productivity norm.
- Attending employee inductions at corporates to acquire accounts of newly joined employees.
- 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