Retail Branch Banking-Acquisition Service Officer - Coimbatore

Group Company: HDFC Bank Limited

Designation:Retail Branch Banking-Acquisition Service Officer

Position description:

Primary Responsibilities:

• Acquisition of Salary and Family accounts from corporate employees, their families & meeting monthly productivity benchmark.
• Assisting Manager in coordinating with corporates & Key Officials of corporates for Shopper Activation to increase awareness about our various products offered by our bank to increase overall business
• Assisting Manager for Sales officers in contacting CSA enabler customer for higher activation. to increase customer engagement.
• Using Recommendation advisor and sharing best product offer with all customers to get faster conversion.
• To assist customers on their basic banking query. (Address change, Net Banking Pin, Mobile number updation etc.).
• Assisting Manager & SSO to focus on digital activation of all the new accounts.
• Assisting Manager & SSO for contacting every inactive account for activation of the salary accounts and track for regular SLC/OC.
• Assisting Manager Engage the HR / Admin / Finance teams at the corporate for routine account opening / induction programs / other banking requirements.
• Exploring cross sell opportunity during every customer interaction. To discuss with every customer and offer our vide range of services and increase overall penetration.
• Explain and collect the appropriate documentation required for account opening as per the laid down KYC policy of the Bank for onward submission to the Branch delegated authority.
• Assisting Manager & SSO in conducting Lead Generation Activities like references, help-desks at corporate.
• To achieve defined productivity benchmark for salary account sourcing & cross sell.
• Reactivating accounts where salary has not been credited by calling on 1000 customers month on month.
• Assisting Manager in coordinating with HR / Finance team of the Corporates for regular SLC Credit.
• Assisting Manager in coordinating with corporates & Key Officials of corporates for Shopper Activation to increase awareness about our various products offered by our bank to increase overall business

Additional Responsibilities:

• Preliminary responsibility of officer is to interact with corporates for Shopper Activation, SLC Credit and other correspondence.
• Coordinating with Corporates and customer for reactivation of salary accounts by calling 1000 customer month on month.
• Meeting & follow-up with the customer regularly through physical / telephonic after account gets opened for Early funding of the sourced account with Salary Credit.
• Pitch higher variant salary accounts to Senior employees along with managed program.
• Cross-Selling of various Products.
• Preparing Daily Sales Reports having the details of all the calls made during the day.
• Seeing the original copies of all the documents submitted by the customer for account opening process.
• Ensuring that the customer signs being physically present in front of the officers.
• Reconcile insta - kits with the AM and Branch team as per Audit circular Sales Officer is required to ensure that all documentation / account opening formalities are completed in his/her presence.
• To verify the authenticity of the documents & identity of the customers.
• Ensure that the photograph submitted for the ID proof is clearly visible & should match with the photo on the AOD.
• Ensure Tatkal kits are available for the inductions.

Educational qualifications preferred

• Category: Bachelor's Degree, Master's Degree
  
• Academic score: 50% +

Required work experience

• Industry: BFSI
• Role: Fresher/Sales
• Years of experience: 0 to 1

Required Skills:

• Good Team spirit
• Inter personal skill
• Time / Team Management
• Good communication skill
• Proactive & focused approach

Other:

• Reporting Designation: Acquisition Manager
• Reporting Department-Sub BU: EBFS

Specific requirements

• Travel: Customer Visits

Other details