Group Company: HDFC Bank Limited

Designation: Retail Branch Banking-Acquisition Service Officer

Position description:

To interact 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.
Assisting Manager 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
Assisting Manager for Sales officers 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 Manager & SSO to focus on digital activation of all the new accounts.
Assisting Manager & SSO 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 & SSO in conducting Lead Generation Activities like references, help-desks at corporate.
To achieve defined productivity benchmark for salary account sourcing & cross sell.
Reactivating accounts where salary has not been credited by calling on 1000 customers month on month.
Assisting Manager in coordinating with HR / Finance team of the Corporates for regular SLC Credit.
Assisting Manager 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

Additional Responsibilities:

Preliminary responsibility of officer is to interact with corporates for Shopper Activation, SLC Credit and other correspondence.
Coordinating with Corporates and customer for reactivation of salary accounts by calling 1000 customer month on month.
Meeting & follow-up with the customer regularly through physical / telephonic after account gets opened for Early funding of the sourced account with Salary Credit.
Pitch higher variant salary accounts to Senior employees along with managed program.
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 officers.
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.

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

Service Officer-BRANCH BANKING-Service

Retail branch Banking-Acquisition Service Officer - Hyderabad