AddressGroup Company: HDFC Bank Limited
Designation: Merchant Services-ME Sales Officer - SO (152_2139_100161)
Office Location: Katra Katra (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
