To ensure relationship management with corporate admin for lead generation & verifying authenticity of KYC documents.
Group Company:
- HDFC Bank Limited
Designation:
- Retail Branch Banking-Acquisition Sales Officer
Office Location:
- Chandigarh, Chandigarh (Branch)
Primary Responsibilities:
- Acquisition of Salary accounts from corporate & meeting monthly productivity norm.
- Attending employee inductions at corporates to acquire accounts of newly joined employees.
- Engage the HR / Admin / Finance teams at the corporate for routine account opening requirements.
- SALES OFFICERs to ensure relationship management with the corporate Admin & ensure penetration of accounts.
- 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.
- Conduct Lead Generation Activities like catchment mapping, references, help-desks at corporate.
- To achieve the set productivity norms for salary account sourcing & cross sell.
Additional Responsibilities:
- Pitch higher variant salary accounts to Senior employees along with managed program
- Meeting & follow-up with the customer regularly after his 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 SALES 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
Educational qualifications preferred:
- Category: Bachelor’s Degree, Master’s Degree
- Academic score: 50% +
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: Acquisition Manager
- Reporting Department-Sub BU: EBFS
Specific requirements:
- Travel: Customer Visits
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