Retail Agri-Rural Portfolio Officer -Pulivendula

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 Verticals
• Adhere 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 databases
• Strive to get Values in the Accounts Opened by Self
• Meet the defined productivity norms for Self Sourcing
• Adherence of KYC/AML in true spirit while acquisition of new accounts
• Fulfillment 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 customers
• Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc
• Business Hygiene:
• Welcome Kit Management by not keeping any kit in custody without recording at branch
• Right Sourcing of Customers
• Value Enhancement by Regular Contact with Customers
• Contribute 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 Skills
• Intend to work in the Open Markets
• Good Communication Skills
• Staff 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