Company

HDFC BankSee more

addressAddressPatiala, Punjab
type Form of workPermanent
CategoryFinance & Accounting

Job description

Department
J P Nagar
Job posted on
Sep 05, 2023
Employee Type
Permanent-Sales Vertical
Experience range (Years)
0 - 3 years

Group Company: HDFC Bank Limited

Designation: Merchant Services-ME Sales Officer - SO (152_8805_100161)


Office Location: SAMANA - DIST. PATIALA Patiala (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.

Educational qualifications preferred

  • Category: Bachelor's Degree
  • Academic score: Pass
  • Institution tier: Any

Required Training/s:

Basic product and process training


Required work experience

  • Industry: Banking preferred - but not a constraint
  • 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..

Specific requirements

  • Travel: Local travel for customer meetings
  • Vehicle: Preferred(At least two wheeler)

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
Refer code: 853209. HDFC Bank - The previous day - 2024-01-13 06:48

HDFC Bank

Patiala, Punjab

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