Group Company: HDFC Bank Limited

Designation: Retail Branch Banking-Key Account Service Officer

Position description: Ensure to liaison with corporates for Shopper Activation, SLC Credit and other correspondence.

Primary Responsibilities:

Acquisition of Salary and Family accounts from corporate employees, their families & meeting monthly productivity benchmark.
Reactivating accounts where salary has not been credited by contacting close to 1000 customers every month
Assisting KCM in coordinating with HR / Finance team of the Corporates for regular SLC Credit.
Assisting KCM in coordinating with corporates & Key Officials of corporates for Shopper Activation to increase awareness about our various products offered by our bank to
increase overall business and improve customer product holding.
Assisting KCM in contacting CSA enabler customer for higher activation to increase customer engagement.
Using Recommendation advisor and sharing best product offer with all customers to get faster conversion.
To assist customers on their basic banking query. (Address change, Net Banking Pin, Mobile number updation etc.).
Assisting KCM to focus on digital activation of all the new accounts.
Assisting KCM for contacting every inactive account for activation of the salary accounts and track for regular SLC/OC.
Assisting Manager Engage the HR / Admin / Finance teams at the corporate for routine account opening / induction programs / other banking requirements.
Exploring cross sell opportunity during every customer interaction. To discuss with every customer and offer our vide range of services and increase overall penetration.
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.
Assisting Manager & SO in conducting Lead Generation Activities like references, help-desks at corporate.
To achieve defined productivity benchmark for salary account sourcing & cross sell.

Additional Responsibilities:

Preliminary responsibility of officer is to liaison 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.
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 KCM 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.

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: KAM EBFS,KASO
Reporting Department-Sub BU: EBFS

Work Environment Details:

Other details

Contract Types: PERMANENT

Retail Branch Banking-Key Account Service Officer - Pune