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HDFC Bank is seeking a Branch Sales Officer for its Retail Branch Banking segment. You will be responsible for sourcing CASA accounts (Resident/Non-Resident) and meeting cross-sell targets through proactive outreach from the branch network and market engagements.
You will adhere to KYC/AML guidelines during onboarding, fulfill leads from other verticals, and work to achieve branch productivity and customer acquisition goals.
Branch Sales Officer-Retail Branch Banking
Business Unit: Retail Branch Banking
Team: Retail Branch Banking
Reports to: Sr. BSM/ BSM OR BM/PBA/BOM (where BSM is not mapped)
Location: PAN India
Role Type: Sales Officer
Direct Reportees: 0
Job Band Range: S1 & S2
Outbound Sales Resource responsible for sourcing business from the market.
Responsible for fulfilling leads from Branch Staff and Other Verticals.
Adhere to KYC and AML guidelines for Account Opening.
Outbound Sales Sourcing: Acquire new CASA accounts (Resident/Non-Resident) through catchment working, cold calls, referrals, and internal databases. Strive for value in self-opened accounts. Meet defined productivity norms for self-sourcing. Adhere to KYC/AML during new account acquisition.
Fulfillment of Leads: Help fulfill CASA leads generated by other verticals. Adhere to TAT guidelines to meet customer commitments.
Cross-Sales: Generate cross-sales of key products like FD, RD, Auto Loans, Personal Loans, Business Loans, Consumer Durables.
Business Hygiene: Manage welcome kits by recording all kits at the branch. Ensure right sourcing of customers. Enhance value through regular customer contact. Contribute to the branch's goals.
Graduate / Post Graduate
Sales Skills
Intend to work in Open Markets
Communication
3+ Years
Not explicitly detailed in the provided text.