Group Company: HDFC Bank Limited

Designation: Govt.&Institutional Business- Salary-Sales Officer

Position description: Provide adequate support to branch by timely update on the leads shared by the branches.

Primary Responsibilities:

Visiting Corporate Office, Doing NTB calls, Cold calling, Area Mapping
Pitch Government 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

Additional Responsibilities:

Required work experience

Required Knowledge:

Experience in Banking or Financial Service industry.

Required Skills:

Other:

Specific requirements

Other details

Govt.&Institutional Business- Salary-Sales Officer - Calicut