Senior Branch Sales Manager

Hdfc Bank; Secunderabad; On-site; INR 1,200,000 - 2,300,000; Full time

Job summary

HDFC Bank is seeking a Senior Branch Sales Manager (SBSM) for Retail Branch Banking to lead customer acquisition and cross-sell within the assigned catchment.

You will drive current account targets, collaborate with CAAMs and CSOs, ensure strict KYC/AML compliance, and supervise daily lead generation and product mix.

Qualifications

• Graduation is required; post-graduation preferred.
• AMFI, IRDA, and NCFM certifications are optional.
• Experience in branch banking or sales roles with target-driven environment.

Responsibilities

• Achieve Current Account numbers and value targets; drive cross-sell income.
• Collaborate with Branch Managers, CAAMs and CSOs to meet targets.
• Generate leads for fund-based and non-fund-based assets; track conversions.
• Ensure customer onboarding, process adherence, and compliance with KYC/AML.

Skills

Sales and influencing skills

Banking product knowledge

Planning and organizing

Communication

Knowledge of competition and financial

Education

Graduation

Post-graduation

Job description

Job Title

Senior Branch Sales Manager (SBSM)

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

Job Function and Role Type

Sales, Supervisory

Version No

1.0

Job Purpose

Responsible for achieving Current Account numbers and value targets through customer onboarding, process adherence, and local marketing activities, while ensuring compliance with KYC, AML, and other bank policies.

Key Responsibilities

Customer Acquisition and Cross-Selling

• Achieve Current Account numbers and value targets.
• Drive cross-sell income targets for self, CAAM, and CSOs.
• Source unique trade customers in assigned catchment.

Collaboration and Target Achievement

• Work with Branch Managers to achieve CA NAV, numbers, and cross-sell income targets.
• Coordinate with CAAMs and CSOs to meet business goals.

Lead Generation

• Generate leads for fund-based and non-fund-based business assets.
• Track daily lead generation, conversion, and product mix.

Process Adherence and Compliance

• Ensure customer onboarding and process adherence.
• Conduct supervisory reviews and joint calls.
• Comply with KYC, AML, and bank policies to reduce FTNR.

Education

Graduation required; Post-graduation preferred.

Certifications

AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Key Competencies

Sales and influencing skills, banking product and process knowledge, planning and organizing skills, communication, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, Operations, NR Product Team, Treasury, Insurance CAM, MF Fund Houses Personnel, HSL Personnel.

Required Skills

Refer to the Job Description