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.
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
