New Job: Apply for RM Service Officers (Patto) Post in HDFC Bank

Group Company:

  • HDFC Bank Limited


  • Retail Branch Banking-RM Service Officers

Office Location:

  • Patto, Panjim, Goa, India

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.

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  Working
  • Good communication skill
  • Proactive & focused approach


  • Reporting Designation: RM EBFS
  • Reporting Department-Sub BU: EBFS

Specific requirements

  • Travel: Customer Visits

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