Jump to content

HDFC Bank

Students
  • Posts

    10,502
  • Joined

  • Last visited

    Never

Everything posted by HDFC Bank

    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Merchant Services-ME Relationship Officer - Retail RO Office Location: Shahapur-Belagavi Belgaum (Branch) Position description: Merchant Services-ME Relationship Officer - Retail RO Primary Responsibilities: Relationship Officer will be responsible for ensuring engagement & Visitation of all Retail portfolio merchants assigned.Relationship Officer will be responsible for portfolio enhancement entailing activation, win-back of volume share from competitionmaintaining complete volume share for both POS & UPI, upselling Soundbox / POS etc. & cross-sell.Retail Relationship Officer must ensure EMI enablement and activation in all Merchants into EMI business segments like electronics, mobile etc. To achieve Merchant Acquiring product & Cross-sell targets as Defined by management month on month.To source Merchant Acquiring products (POS, Soundbox, SmartHub etc.) from the portfolio Basis expansions by the existing merchants (New outlet/New business line), self-employed segments, existing customer leads.To create an additional income line & eventually make the merchants more profitable to business, Relationship Officer must ensure increased cross-sell penetration inportfolio merchants basis benchmarkRelationship Officer must ensure daily login to Sales Automation Software (Vymo/CRM) & ensure calling out to customers for cross-sell, Portfolio enhancement, Visit updates etcThe Relationship Officer will be responsible for ensuring 100% leads & databases (CRM, Vymo) are actioned and updated within Turn Around Time.Relationship Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only.Visit the customer’s premises to pick up documents as per policy requirement and Login the file (submission of file / application to CPA or SM, ADM, RM, PB in the branch).Relationship Officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered to. Additional Responsibilities: Cross Sell - CC , CASA , Asset, TPP etc. Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Commerce Degree: Academic score: Pass Institution tier: Any Required Certification/s: NA Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills,  tech savvy Required Knowledge: Basic computer and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Merchant Services-ME Relationship Officer - Retail RO Office Location: Indiranagar- Sawarkar Chowk Nashik (Branch) Position description: Merchant Services-ME Relationship Officer - Retail RO Primary Responsibilities: Relationship Officer will be responsible for ensuring engagement & Visitation of all Retail portfolio merchants assigned.Relationship Officer will be responsible for portfolio enhancement entailing activation, win-back of volume share from competitionmaintaining complete volume share for both POS & UPI, upselling Soundbox / POS etc. & cross-sell.Retail Relationship Officer must ensure EMI enablement and activation in all Merchants into EMI business segments like electronics, mobile etc. To achieve Merchant Acquiring product & Cross-sell targets as Defined by management month on month.To source Merchant Acquiring products (POS, Soundbox, SmartHub etc.) from the portfolio Basis expansions by the existing merchants (New outlet/New business line), self-employed segments, existing customer leads.To create an additional income line & eventually make the merchants more profitable to business, Relationship Officer must ensure increased cross-sell penetration inportfolio merchants basis benchmarkRelationship Officer must ensure daily login to Sales Automation Software (Vymo/CRM) & ensure calling out to customers for cross-sell, Portfolio enhancement, Visit updates etcThe Relationship Officer will be responsible for ensuring 100% leads & databases (CRM, Vymo) are actioned and updated within Turn Around Time.Relationship Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only.Visit the customer’s premises to pick up documents as per policy requirement and Login the file (submission of file / application to CPA or SM, ADM, RM, PB in the branch).Relationship Officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered to. Additional Responsibilities: Cross Sell - CC , CASA , Asset, TPP etc. Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Commerce Degree: Academic score: Pass Institution tier: Any Required Certification/s: NA Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills,  tech savvy Required Knowledge: Basic computer and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Credit Cards-Credit Cards Sales- Sales Officer-Branch Office Location: PRODDATTUR Proddattur (Branch) Position description: Credit Cards-Credit Cards Sales- Sales Officer- Branch Primary Responsibilities: Credit card sales, VYMO calling and conversion on various databases, Cross-sell of income products i.e. Term loans, CASA, General Insurance etcCross-sell of portfolio parameters i.e. SmartPay, PayZapp, Addon, LE/UPG etc, card activation, Branch CRM updation. Additional Responsibilities: Branch relationship, Customer service, x sell of other retail asset pdts and casa. Follow necessary sourcing guidelines as per compliance directives Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Any Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills Required Knowledge: Basic comupter and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Credit Cards-Credit Cards Sales- Sales Officer-Branch Office Location: VIP ROAD ONGOLE Ongole (Branch) Position description: Credit Cards-Credit Cards Sales- Sales Officer- Branch Primary Responsibilities: Credit card sales, VYMO calling and conversion on various databases, Cross-sell of income products i.e. Term loans, CASA, General Insurance etcCross-sell of portfolio parameters i.e. SmartPay, PayZapp, Addon, LE/UPG etc, card activation, Branch CRM updation. Additional Responsibilities: Branch relationship, Customer service, x sell of other retail asset pdts and casa. Follow necessary sourcing guidelines as per compliance directives Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Any Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills Required Knowledge: Basic comupter and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Assets-Consumer Durable-Instalment Finance Business - Retail RO Office Location: NARODA Ahmedabad (Branch) Position description: Retail Assets-Consumer Durable-Instalment Finance Business - Retail RO Primary Responsibilities: Meet and exceed the assigned targets of consumer durable loan through paper finance at Retail Trade / General TradeSouricng EMI business through HDFC credit card and debit card customers at the designated counters >Meet the assigned target of bank's products and other cross sell productsAdhere to Bank's laid down process and due diligence from Login to Disbursal Provide regular feedback to Supervisor on Market, Dealers, Customer's requirements Maintain difined TAT Additional Responsibilities: Ensuring timely repayment of sourced loan and support collection Adhere to Banks Code of Conduct at all times Customer Centricity and timely resolution of Customer/dealer issues and update supervisor time to time Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Required Training/s: Required work experience Industry: Banking / Finance/ Telecom / OEMs preferred - but not a constraint Role: Sales- but not a contraint Years of experience: 0 to 2 Key Performance Indicators: Meet the assigned targets Required Competencies: Sales Skills and Customer handling skills Required Knowledge: Good at communication and confident Required Skills: Sales Required abilities Physical: Fit Other: Work Environment Details: Specific requirements Travel: NA Vehicle: Should have two wheeler - but not a constraint Work Permit: N/A Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: Compliance Related: As per Bank`s laid down policies Union Affiliation: N/A Experience Required: 0Months to 24Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Credit Cards-Commercial Cards - Corporate Sales Officer - CPS Office Location: GANDHIDHAM - GUJARAT Gandhidham (Branch) Position description: Credit Cards-Commercial Cards - Corporate Sales Officer - CPS Primary Responsibilities: Regular Branch visits for sales and serviceVisit to existing and new clients for sales and service New business generation directly from Corporates or through HNW and OBST RMs of assigned branchesMeeting existing/ portfolio corporates for upselling and service requirements Introducing and implementing platform solutions including GST/ Utility/ Tax and Vendor paymentsCross sell of bank's products, services and solutions Additional Responsibilities: Onboarding Large Business Open Market (NTB) corporates Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Required Training/s: Required work experience Industry: Banking or Financial services preferred - not a constraint Role: Sales, Service, Channel and Portfolio management Years of experience: 1 to 3 Key Performance Indicators: 1.Channel management, Cross sell, Solution sell Required Competencies: 1.Planning and time management Required Knowledge: 1.MS Office Required Skills: 1.Communication fluency, Formal presentation Required abilities Physical: NA Other: Work Environment Details: Specific requirements Travel: Intra-city (within city limits) Vehicle: Two wheeler - preferred Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: NA Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 12Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Merchant Services-ME Relationship Officer - Vyapar RO Office Location: SAHJANWA Sahjanwa (Branch) Position description: Merchant Services-ME Relationship Officer - Vyapar RO Primary Responsibilities: Relationship Officer will be responsible for ensuring engagement & Visitation of all Digital portfolio merchants assigned.Vyapar Relationship Officer will be responsible for portfolio enhancement entailing activation, win-back of volume share from competition, maintaining complete volume share for both POS & UPI, upselling Soundbox / POS etc. & cross-sell.Vyapar Relationship Officer must ensure EMI enablement and activation in all Merchants into EMI business segments like electronics, mobile etc. To achieve Merchant Acquiring product & Cross-sell targets as Defined by management month on month.To source Merchant Acquiring products (POS, Soundbox, SmartHub etc.) from the portfolio basis expansions by the existing merchants (New outlet/New business line), self-employed segments, existing customer leads.To create an additional income line & eventually make the merchants more profitable to business, Relationship Officer must ensure increased cross-sell penetration inportfolio merchants basis benchmarkRelationship Officer must ensure daily login to Sales Automation Software (Vymo/CRM) & ensure calling out to customers for cross-sell, Portfolio enhancement, Visit updates etc.The Relationship Officer will be responsible for ensuring 100% leads & databases (CRM, Vymo) are actioned and updated within Turn Around Time.Relationship Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only.Visit the customer’s premises to pick up documents as per policy requirement and Login the file (submission of file / application to CPA or SM, ADM, RM, PB in the branch).Relationship Officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered to. Additional Responsibilities: Cross Sell - CC , CASA , Asset, TPP etc. Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Commerce Degree: Academic score: Pass Institution tier: Any Required Certification/s: NA Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills,  tech savvy Required Knowledge: Basic computer and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits.. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Credit Cards-Credit Cards Sales- Sales Officer-Branch Office Location: Rajam Rajam (Branch) Position description: Credit Cards-Credit Cards Sales- Sales Officer- Branch Primary Responsibilities: Credit card sales, VYMO calling and conversion on various databases, Cross-sell of income products i.e. Term loans, CASA, General Insurance etcCross-sell of portfolio parameters i.e. SmartPay, PayZapp, Addon, LE/UPG etc, card activation, Branch CRM updation. Additional Responsibilities: Branch relationship, Customer service, x sell of other retail asset pdts and casa. Follow necessary sourcing guidelines as per compliance directives Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Any Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills Required Knowledge: Basic comupter and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Credit Cards-Credit Cards Sales- Sales Officer-Branch Office Location: SAMALKHA Samalkha (Branch) Position description: Credit Cards-Credit Cards Sales- Sales Officer- Branch Primary Responsibilities: Credit card sales, VYMO calling and conversion on various databases, Cross-sell of income products i.e. Term loans, CASA, General Insurance etcCross-sell of portfolio parameters i.e. SmartPay, PayZapp, Addon, LE/UPG etc, card activation, Branch CRM updation. Additional Responsibilities: Branch relationship, Customer service, x sell of other retail asset pdts and casa. Follow necessary sourcing guidelines as per compliance directives Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Any Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills Required Knowledge: Basic comupter and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Branch Banking-Branch Sales Officer Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other VerticalsAdhere to the KYC and AML guidelines of the Bank for Account Opening  Primary Responsibilities: Outbound Sales Sourcing:Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databasesStrive to get Values in the Accounts Opened by SelfMeet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accountsFulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customersCross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etcBusiness Hygiene:Welcome Kit Management by not keeping any kit in custody without recording at branchRight Sourcing of CustomersValue Enhancement by Regular Contact with CustomersContribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI Role: Fresher/Sales Years of experience: 0 to 1 Required Skills: Sales SkillsIntend to work in the Open MarketsGood Communication SkillsStaff with IRDA / AMFI certification will be preferable (Not Mandatory) Other: Reporting Designation: Sr. BSM/ BSM     OR    BM/PBA/BOM (where BSM is not mapped)Reporting Department-Sub BU: Branch Banking Specific requirements Travel: Customer Visits Vehicle: 2 wheeler preferred Other details Contract Types: PERMANENT Experience Required: 36Months to 60Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Govt.& Institutional Business-CSC-Sales Officer Position description: To fulfil the Account Opening requirements of leads generated by BCs/BFsClosure of these leads will be the main responsibility with minimum conversion numbers benchmark for Gate Entry Norms Primary Responsibilities: Dedicated CSC Business:These BSOs will be dedicated only for CSC business sourcing specifically to VLEs located in or near govt offices & commercial hubs mainly focusing on the potential identified VLEs for these segmentsBusiness Development:Branch Sales Officer (BSO) needs to engage himself / herself with CSC_VLE by way of ensuring fulfilment of the leads generated through BC /BFs.Engagement:BSO will visit the BCs / BFs mapped to him on a daily basis.BC/BF visit plan will be prepared and discussed between Reporting Manager (AH) and BSOJoint visits with Asset BDR (s) wherever deemed fit by the AHGuide and encourage VLES for asset business and also coordinate asset team and arear heads for activities at the VLE centre Ensure Tatkal kits are available for the inductions Lead Analysis and Feedback:BSO will discuss the Lead Generation and Lead Conversion of all products.Lead Rejects and the Reasons thereof will be key to the discussion.BSO will guide ways in which the Rejections can be avoided.Problems faced by BC/BF will be noted for further communication to Branch / Product and respective AH. Additional Responsibilities: Any other task assigned by seniors from time to time. Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI/Insurance Role: Fresher/Sales Years of experience: 0 to 3 Required Competencies: Good Team spiritInter personal skillTime / Team WorkGood communication skillProactive & focused approach Other: Reporting Designation: Area Head – CSCReporting Department-Sub BU: GIB CSC Other details Contract Types: PERMANENT Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: RA Business Loans - Prime-Sales Officer Office Location: BHAGALPUR - BIHAR Bhagalpur (Branch) Position description: RA Business Loans - Prime-Sales Officer Primary Responsibilities: To source Business from the Branch Customer base / Open Market.Visiting the Allocated Branch on a daily basis and meet the Branch staff for the Lead generation and update the Lead tracker Register on a daily basis. The Sales Officer will work very closely with the Team Leader / Sales Manager / Branch Staff including RM's of the Branch.Business development through activities like leaflet distribution, activities in societies and industrial areas, canopy activity, ATM activities, etc. Responsible for conducting Events/Displays. Ensure all documents are checked in Originals, including KYC, ensure OSV on checking the originals only.Responsible for collecting the Post disbursement documents. Additional Responsibilities: Submission of Daily Sales report.Cross sell Bank Products other than core business. Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Required Training/s: Required work experience Industry: Banking preferred - but not a constraint Role: Sales Years of experience: 1 to 3 Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Good Communication skills, Selling Skills Customer Orientation Relationship building  Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: NA Vehicle: NA Work Permit: Other details Pay Rate: Contract Types: Permanent Time Constraints: Compliance Related: Union Affiliation: Experience Required: 12Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Virtual Relationship Banking-Virtual Relationship Manager - Prime Office Location: Palarivattom Annex Cochin (Branch) Position description: Customer Engagement ·Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. ·Call handling as per defined standards. ·Accurate resolution for customer queries. ·Promoting Digital Banking services for a superior customer service experience. ·Profiling of customers in order to aid right cross-servicing of Bank products ·Accurate logging and resolution of complaints. ·Attrition control of customers. ·Regular interactions with the customers and pro-actively assessing customer needs. ·Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc. ·Ensure portfolio quality of relationship while racing considering eligibility. ·Monitor large amount movements and account closure  from the deposit accounts. ·Ensure retention of customers Achievement of portfolio parameters ·Meet the defined objectives of the Portfolio managed by the respective VRM Sales · Right cross-sell of products basis profiling and engagement. ·Penetration of products across groups. ·Sales across all product segments-TPP, Assets, Cards etc. ·Acquiring & grouping of all related IDs of the Primary ID.  ·Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow. ·Ensure Staff are trained on product knowledge and requisite certifications. ·Income to be generated at a customer level. Interaction Quality ·Achieve Quality benchmarks defined from time to time. ·Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality ·Ensure all laid down system and process are followed as stipulated by Audit and Senior Management ·Ensure accurate and timely submission of financial transactions & requests. ·Adherence to set processes of updating customer interactions in CRM next. MIS – Reporting ·Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management Primary Responsibilities: To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital ExperienceEnsuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offerTo enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediumsfor their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs.Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the RM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and servicesthereby ensuring that the RM also achieves the key performance parameters set Additional Responsibilities: Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: 1 to 2 Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Basic BankingCommunication Required abilities Physical: Other: Major Stake holders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) CustomersPrime HeadRegional HeadUnit HeadTeam Managers Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation: Experience Required: 12Months to 24Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Branch Banking-Branch Sales Officer Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other VerticalsAdhere to the KYC and AML guidelines of the Bank for Account Opening  Primary Responsibilities: Outbound Sales Sourcing:Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databasesStrive to get Values in the Accounts Opened by SelfMeet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accountsFulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customersCross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etcBusiness Hygiene:Welcome Kit Management by not keeping any kit in custody without recording at branchRight Sourcing of CustomersValue Enhancement by Regular Contact with CustomersContribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI Role: Fresher/Sales Years of experience: 0 to 1 Required Skills: Sales SkillsIntend to work in the Open MarketsGood Communication SkillsStaff with IRDA / AMFI certification will be preferable (Not Mandatory) Other: Reporting Designation: Sr. BSM/ BSM     OR    BM/PBA/BOM (where BSM is not mapped)Reporting Department-Sub BU: Branch Banking Specific requirements Travel: Customer Visits Vehicle: 2 wheeler preferred Other details Contract Types: PERMANENT Experience Required: 36Months to 60Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: SL Initiative-Credit Officer Office Location: KODUVAYUR - KERALA Koduvayoor (Branch) Position description: Providing support to branch profitability by Client acquisition, financial Literacy, account opening & credit scrutiny. Primary Responsibilities: Daily field visit to Customer (groups) to conduct Borrower Eligibility Test (BET) to check. Update BET details / findings in BET tool, this also includes; Appraise credit manager / RM of any ring leaders, dummy customers and possible fraud events identified during field activities for necessary action.Physical File Verification with system / Mobile APP - Cross checking of entry done in system with application form details of each member via KYC detail, family details, existing loan details&activityEntering visit details on a day to day basis in SLI Officer Monitoring System/or any other system/ Mobile APP. Additional Responsibilities: Load Sharing of other locations for conducting BET in time of high volumes or any other reasons as per instructions of Credit Manager.Cross Verification of certain track from different MFIs on case to case basis.Accompanying Credit Manager for post disbursement visits, if requiredAdvance planning with business team on groups to be visited per week.Feedback to Credit Manager about geography, negative area, com competition presencepetition presence, customer quality, market trends in terms of launch of new products by customer quality, market trends in terms of launch of new products by competitors, change in their sourcing / appraisal process etc.Other activities such as post approvals visits, recovery visits along with sales Officer, preparation of MIS or any other as informed time to time. Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Field specialization: Degree: Academic score: Pass Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: BFSI/Insurance Role: Fresher/Sales Years of experience: 0 to 1 Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: 1. Honesty & integrity 2. Hard & smart working 3. Go getter attitude 4. Ability to convince & influence 5. Good observation skills 6. Communication & inter-personal skills Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: PERMANENT Time Constraints: Compliance Related: Union Affiliation: Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Credit Cards-Credit Cards Sales- Sales Officer-Branch Office Location: SHAPAR BRANCH Shapar (Branch) Position description: Credit Cards-Credit Cards Sales- Sales Officer- Branch Primary Responsibilities: Credit card sales, VYMO calling and conversion on various databases, Cross-sell of income products i.e. Term loans, CASA, General Insurance etcCross-sell of portfolio parameters i.e. SmartPay, PayZapp, Addon, LE/UPG etc, card activation, Branch CRM updation. Additional Responsibilities: Branch relationship, Customer service, x sell of other retail asset pdts and casa. Follow necessary sourcing guidelines as per compliance directives Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Any Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills Required Knowledge: Basic comupter and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Branch Banking-Branch Sales Officer Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other VerticalsAdhere to the KYC and AML guidelines of the Bank for Account Opening  Primary Responsibilities: Outbound Sales Sourcing:Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databasesStrive to get Values in the Accounts Opened by SelfMeet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accountsFulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customersCross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etcBusiness Hygiene:Welcome Kit Management by not keeping any kit in custody without recording at branchRight Sourcing of CustomersValue Enhancement by Regular Contact with CustomersContribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI Role: Fresher/Sales Years of experience: 0 to 1 Required Skills: Sales SkillsIntend to work in the Open MarketsGood Communication SkillsStaff with IRDA / AMFI certification will be preferable (Not Mandatory) Other: Reporting Designation: Sr. BSM/ BSM     OR    BM/PBA/BOM (where BSM is not mapped)Reporting Department-Sub BU: Branch Banking Specific requirements Travel: Customer Visits Vehicle: 2 wheeler preferred Other details Contract Types: PERMANENT Experience Required: 36Months to 60Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Branch Banking-Current Account Sales Officer  Position description: Outbound Sales Resource responsible for sourcing business from the market and responsible for fulfilling of leads of Branch Staff Primary Responsibilities: Outbound Sales Sourcing :Quality new acquisition on CASA for Resident/Non- Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databasesStrive to get Values in the Accounts Opened by SelfMeet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accountsFulfillment of Leads : Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customersCross-Sales:Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etcBusiness Hygiene: Welcome Kit Management by not keeping any kit in custody without recording at branchRight Sourcing of CustomersValue Enhancement by Regular Contact with CustomersContribute to the cause of the Branch Additional Responsibilities: Take Part in conducting Pormotional activities for souricng Current Acocunt in and around the Branch Catchment Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI Role: Fresher/Sales Years of experience: 0 to 1 Required Skills: Sales SkillsIntend to work in the Open MarketsGood Communication SkillsStaff with IRDA / AMFI certification will be preferable (Not Mandatory) Other: Reporting Designation: Sr. BSM/ BSM     OR    BM/PBA/BOM (where BSM is not mapped)Reporting Department-Sub BU: Branch Banking Other details Contract Types: PERMANENT Experience Required: 36Months to 60Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Branch Banking-Branch Sales Officer Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other VerticalsAdhere to the KYC and AML guidelines of the Bank for Account Opening  Primary Responsibilities: Outbound Sales Sourcing:Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databasesStrive to get Values in the Accounts Opened by SelfMeet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accountsFulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customersCross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etcBusiness Hygiene:Welcome Kit Management by not keeping any kit in custody without recording at branchRight Sourcing of CustomersValue Enhancement by Regular Contact with CustomersContribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI Role: Fresher/Sales Years of experience: 0 to 1 Required Skills: Sales SkillsIntend to work in the Open MarketsGood Communication SkillsStaff with IRDA / AMFI certification will be preferable (Not Mandatory) Other: Reporting Designation: Sr. BSM/ BSM     OR    BM/PBA/BOM (where BSM is not mapped)Reporting Department-Sub BU: Branch Banking Specific requirements Travel: Customer Visits Vehicle: 2 wheeler preferred Other details Contract Types: PERMANENT Experience Required: 36Months to 60Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Credit Cards-Credit Cards Sales- Sales Officer-Branch Office Location: KRISHANNAGAR Krishnagar (Branch) Position description: Credit Cards-Credit Cards Sales- Sales Officer- Branch Primary Responsibilities: Credit card sales, VYMO calling and conversion on various databases, Cross-sell of income products i.e. Term loans, CASA, General Insurance etcCross-sell of portfolio parameters i.e. SmartPay, PayZapp, Addon, LE/UPG etc, card activation, Branch CRM updation. Additional Responsibilities: Branch relationship, Customer service, x sell of other retail asset pdts and casa. Follow necessary sourcing guidelines as per compliance directives Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Any Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Any Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills Required Knowledge: Basic comupter and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Credit Cards-Commercial Cards - Corporate Sales Officer - CPS Office Location: Gillanders House Kolkata (Branch) Position description: Credit Cards-Commercial Cards - Corporate Sales Officer - CPS Primary Responsibilities: Regular Branch visits for sales and serviceVisit to existing and new clients for sales and service New business generation directly from Corporates or through HNW and OBST RMs of assigned branchesMeeting existing/ portfolio corporates for upselling and service requirements Introducing and implementing platform solutions including GST/ Utility/ Tax and Vendor paymentsCross sell of bank's products, services and solutions Additional Responsibilities: Onboarding Large Business Open Market (NTB) corporates Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Required Training/s: Required work experience Industry: Banking or Financial services preferred - not a constraint Role: Sales, Service, Channel and Portfolio management Years of experience: 1 to 3 Key Performance Indicators: 1.Channel management, Cross sell, Solution sell Required Competencies: 1.Planning and time management Required Knowledge: 1.MS Office Required Skills: 1.Communication fluency, Formal presentation Required abilities Physical: NA Other: Work Environment Details: Specific requirements Travel: Intra-city (within city limits) Vehicle: Two wheeler - preferred Work Permit: NA Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: NA Compliance Related: As per Bank`s laid down policies Union Affiliation: NA Experience Required: 12Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Branch Banking-Branch Sales Officer Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other VerticalsAdhere to the KYC and AML guidelines of the Bank for Account Opening  Primary Responsibilities: Outbound Sales Sourcing:Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databasesStrive to get Values in the Accounts Opened by SelfMeet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accountsFulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customersCross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etcBusiness Hygiene:Welcome Kit Management by not keeping any kit in custody without recording at branchRight Sourcing of CustomersValue Enhancement by Regular Contact with CustomersContribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI Role: Fresher/Sales Years of experience: 0 to 1 Required Skills: Sales SkillsIntend to work in the Open MarketsGood Communication SkillsStaff with IRDA / AMFI certification will be preferable (Not Mandatory) Other: Reporting Designation: Sr. BSM/ BSM     OR    BM/PBA/BOM (where BSM is not mapped)Reporting Department-Sub BU: Branch Banking Specific requirements Travel: Customer Visits Vehicle: 2 wheeler preferred Other details Contract Types: PERMANENT Experience Required: 36Months to 60Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Agri-Rural Portfolio Officer Position description: Ensuring timely portfolio Rotation, deposition of instalment, meeting defaulting customers, collecting PDD, submission of Call Memo, etc. Primary Responsibilities: Relationship Building and MaintenanceTo liaise with existing customers for building relationships.Rotation & RecoveryFollow-up for rotations and deposition of installment Working towards benchmark on rotation & recovery HousekeepingSubmission of Post Disbursement Documents (PDD)Call Memo submission.Collection & Submission of LADSourcing and Business GenerationEnsuring focus on KGC Business generation and achieving Productivity benchmarks/targetsIncrease penetration of KGC Business in existing and new villages.Cross sellOpening of Liability accounts as per the benchmark.Cross selling asset as guided by Relationship Manager from time to timePromotion of digital platforms like NetBanking, Mobile Banking, PayZapp, Insta Alert, Smart Buy, etc. Additional Responsibilities: Any other task assigned by seniors from time to time. Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI/Agri input/FPO Role: Sales Executive Years of experience: 1 to 2 Required Competencies: Basic understanding of Banking Products & ProcessesGood Team spiritTime / Team Management Proficient in local languageProactive & focused approach Required Knowledge: 1-2 years experience in Financial Services/ agri input companies/ FPO is preferable. Should have basic knowledge of agriculture/ crops. Required Skills: Persuasion & Selling Skills Other: Reporting Designation: RM- Retail AgriReporting Department-Sub BU: KGC Specific requirements Travel: Customer Visits Vehicle: 2 wheeler preferred Other details Contract Types: PERMANENT Experience Required: 0Months to 36Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Retail Branch Banking-Branch Sales Officer Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other VerticalsAdhere to the KYC and AML guidelines of the Bank for Account Opening  Primary Responsibilities: Outbound Sales Sourcing:Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databasesStrive to get Values in the Accounts Opened by SelfMeet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accountsFulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customersCross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etcBusiness Hygiene:Welcome Kit Management by not keeping any kit in custody without recording at branchRight Sourcing of CustomersValue Enhancement by Regular Contact with CustomersContribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Educational qualifications preferred Category: Bachelor's Degree, Master's Degree Required work experience Industry: BFSI Role: Fresher/Sales Years of experience: 0 to 1 Required Skills: Sales SkillsIntend to work in the Open MarketsGood Communication SkillsStaff with IRDA / AMFI certification will be preferable (Not Mandatory) Other: Reporting Designation: Sr. BSM/ BSM     OR    BM/PBA/BOM (where BSM is not mapped)Reporting Department-Sub BU: Branch Banking Specific requirements Travel: Customer Visits Vehicle: 2 wheeler preferred Other details Contract Types: PERMANENT Experience Required: 36Months to 60Months
    • Full Time
    • 0
    • 0
    Group Company: HDFC Bank Limited Designation: Merchant Services-ME Sales Officer - SO Office Location: Walajahpet Vellore (Branch) Position description: Merchant Services-ME Sales Officer - SO Primary Responsibilities: To achieve Merchant Acquiring product & Cross-sell targets as defined by management month on month.To source Merchant Acquiring products (POS, Soundbox, SmartHub etc.) from the Branch Customer base (HNW/Non-HNW) / Open Market.Visiting the Allocated Branch on daily basis and meet the Branch staff for Lead generation.Sales Officer will work on the existing base of Self-employed customers having banking relationship to offer Merchant Acquiring Solution.Sales Officer needs to source Competition Merchants along with their complete banking relationship.Sales Officer will be responsible for ensuring engagement & Visitation of all portfolio merchants assigned. Sales Officer will also be responsible for Activating these Merchants, Increase the Volume share and generating Cross Sell leads during these interactions.Sales Officer must ensure daily login to Sales Automation Software (Vymo/CRM) & ensure calling out to customers for cross-sell, Portfolio enhancement, Visit updates etc.Sales Officer will be responsible for ensuring 100% leads & databases (CRM, Vymo) are actioned and updated within Turn Around Time. Sales Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only. Visit the customer’s premises to pick up documents as per policy requirement and Login the file (submission of file / application to CPA or SM, ADM, RM, PB in the branch).Sales Officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered to. Additional Responsibilities: Cross Sell - CC , CASA , Asset, TPP, etc. Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Bachelor's Degree Field specialization: Degree: Academic score: Pass Institution tier: Any Required Certification/s: Required Training/s: Basic product and process training Required work experience Industry: Banking preferred - but not a constraint Role: Years of experience: 0 to 3 Key Performance Indicators: Sales Profile Required Competencies: Flair for sales and go getter attitude, Good Communication skills,  tech savvy Required Knowledge: Basic comupter and mobile applications knowledge. Required Skills: Good communication and interpersonal skills, Time management, disciplined sales approach Required abilities Physical: Sales call and field visits.. Other: Work Environment Details: Specific requirements Travel: Local travel for customer meetings Vehicle: Preferred(At least two wheeler) Work Permit: Other details Pay Rate: As per industry norms and labour laws Contract Types: Permanent Time Constraints: None Compliance Related: As per Bank`s laid down policies Union Affiliation: N/A Experience Required: 0Months to 36Months
×
×
  • Create New...