Group Company: HDFC Bank Limited
Designation: Credit Card-Commercial Cards - Sales Officer (SBU13-3_350_100032)
Office Location: Bhodipura Bhodipura (Branch)
Position description: To source Business from the Branch Customer base / HNW of the Branch / Open Market /VFS/BLS Customers and to process customer application,KYC documents collection, validation & submission.
Primary Responsibilities:
- Sourcing business from Bank branches/VFS /BLS centers :- Visiting VFS /BLS centers/ Bank branches daily for interacting with customers and pitching Prepaid / Business cards and Cross sell products.
- The BDR / Sales Executive will work very closely with the Sales Manager/ VFS/BLS/ Branch Staff including RM's of the Branch. Will be allocated
Branches for performing the job role. - To source Business from the Branch Customer base / HNW of the Branch / Open Market /VFS/BLS Customers.
- To meet assigned targets Responsible for conducting Events/Displays at the Branch/corporates/Malls etc. Submission of Daily Sales report.
- KYC documents collection, validation , submission :- Ensure all documents are checked in Originals, including KYC. Sign OSV on checking the originals only.
- Visit the customer’s residence / office to pick up the documents as per policy requirement and Login the file (submission of file / application to CPA or, RM, PB in the branch as required).
- Responsible for collecting the Post disbursement documents wherever required
- Processing customer application : - Successfully implementing and following the laid down bank process.
Additional Responsibilities:
- Calling customers and driving reloads through physical and digital mode such as Mobile Banking, Quick Reload, Net Banking and Prepaid Net Banking, sale of products
- Meeting/Calling the customer for Cross Sell of designated products.
- Building relationships with customers in order to ensure satisfied customer and also generate future business for bank products
- Reporting to Business & Prepaid Sales Manager
Reporting Team
- Reporting Designation:
- Reporting Department:
Educational qualifications preferred
- Category:
- Field specialization:
- Degree: Bachelor of Commerce - BCom, Master of Business Administration - MBA
- Academic score:
- Institution tier:
Required Certification/s:
Required Training/s:
Required work experience
- Industry: BFSI
- Role:
- Years of experience: to
Key Performance Indicators:
Required Competencies:
Good Team spirit
Inter personal skill
Time / Team Management
Good communication skills in English, Hindi/local language
Proactive & focused approach
Required Knowledge:
Work experience in the profile
Required Skills:
Graduate and above
Required abilities
- Physical:
- Other:
Work Environment Details:
Specific requirements
- Travel: Customer Visits
- Vehicle:
- Work Permit:
Other details
- Pay Rate:
- Contract Types: Permanent
- Time Constraints:
- Compliance Related:
- Union Affiliation:
More Information
Application Details
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Organization Details
HDFC Bank
