Group Company: HDFC Bank Limited
Designation: Retail Branch Banking-RM Service Officers
Position description:
To assist acquisition of Salary and salary Family accounts from corporate employees
Primary Responsibilities:
- Preliminary responsibility of officer is to lesioning 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.
- 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 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:
- Any other task assigned by seniors from time to time.
Required work experience
- Industry: BFSI
- Role: Fresher/Sales
- Years of experience: 0 to 1
Required Skills:
- Good Team spirit
- Inter personal skill
- Time / Team Working
- Good communication skill
- Proactive & focused approach
Other:
- Reporting Designation: RM EBFS
- Reporting Department-Sub BU: EBFS
Specific requirements
Other details
- Contract Types: PERMANENT
