PB SALES- Chakulia

HDFC Bank Limited; East Singhbhum; On-site; INR 350,000 - 500,000; Full time

Job summary

HDFC Bank Limited in India is seeking a proactive Banking Sales professional to acquire new Savings and Current Accounts through branch walk-ins and local market activities. You will deepen customer relationships, cross-sell a broad range of financial products, and drive digital banking adoption while ensuring strict KYC and quality service.

The role requires daily outreach, lead generation, and follow-ups to meet monthly CASA and product targets, with a focus on customer experience and

Qualifications

• Acquire new Savings Account and Current Account customers through walk-ins, field visits, referrals, and local market activities.
• Manage and grow customer portfolio by deepening relationships and increasing wallet share.
• Cross-sell products like Fixed Deposits, Recurring Deposits, Credit Cards, Insurance, Mutual Funds, and Retail Loans.
• Convert branch walk-ins into new account openings and product sales.
• Conduct daily cold calling, lead generation, prospecting, and follow-ups.
• Promote digital banking including UPI, Net Banking, and Mobile Banking.
• Ensure accurate account opening documentation and complete KYC compliance.
• Maintain customer interactions and follow-ups in CRM.

Responsibilities

• Acquire new Savings and Current Account customers through walk-ins, field visits and local market activities.
• Cross-sell Fixed/Recurring Deposits, Credit Cards, Insurance, Mutual Funds, and Retail Loans.
• Promote digital banking and ensure KYC compliance during onboarding.

Job description

Key Responsibilities

• Acquire new Savings Account and Current Account customers through walk-ins, field visits, referrals, and local market activities.
• Manage and grow customer portfolio by deepening relationships and increasing wallet share.
• Cross-sell products like Fixed Deposits, Recurring Deposits, Credit Cards, Insurance, Mutual Funds, and Retail Loans.
• Convert branch walk-ins into new account openings and product sales.
• Conduct daily cold calling, lead generation, prospecting, and follow-ups.
• Promote digital banking including UPI, Net Banking, and Mobile Banking.
• Ensure accurate account opening documentation and complete KYC compliance.
• Maintain customer interactions and follow-ups in CRM.

Sales Duties

• Achieve monthly targets for CASA acquisition and cross-sell.
• Conduct market visits, catchment area activities, and customer profiling.
• Improve activation, retention, and product-per-customer metrics.

Customer Service

• Handle customer queries and complaints within defined timelines.
• Assist with cheque book, passbook, digital setup and other service requests.
• Ensure high-quality customer experience and reduce account attrition.

Products to Promote

• Savings and Current Accounts
• Fixed and Recurring Deposits
• Credit Cards
• Insurance products
• Mutual Funds
• Retail Liability Sales