Retail Assets
Published date: 2026/11/09
- Location: Patna, Bihar, Patna, Bihar, India
Group Company: HDFC Bank Limited
Designation: Retail Assets - LAS and EL- Sales Officer
Position description:
To acquire clients & constant engagement with the branches for lead generation and provide adequate support to the branch
Primary Responsibilities:
• Branch Visit & Engagement:
• Visit and manage the branches as assigned
• Constantly engage with the RM, PB and other Branch staff to ensure maximum lead generation
• Attend and ensure timely closure of the leads generated
• Documentation collection and file login at Local Ops/RAOPS
• Providing prompt service for any customer queries Pre and Post sales
• Create LAS product awareness & Lead generation through various marketing activities like Pamphlet distribution through LAS Camps in Corporates, Loan Melas /carnival
• Cross-Sell:
• Cross sell of Asset and Liability: CASA & Fixed Deposit
• Cross sell TPP products: Life and Non - Life Insurance
• FTNR:
• Login FTR files at Local Ops/RAOPS
• Follow up with the Local Ops/RAOPS and ensure all cases are disbursed timely and not screwed towards the end of the month
Additional Responsibilities:
• Any other task assigned by seniors from time to time.
Designation: Retail Assets - LAS and EL- Sales Officer
Position description:
To acquire clients & constant engagement with the branches for lead generation and provide adequate support to the branch
Primary Responsibilities:
• Branch Visit & Engagement:
• Visit and manage the branches as assigned
• Constantly engage with the RM, PB and other Branch staff to ensure maximum lead generation
• Attend and ensure timely closure of the leads generated
• Documentation collection and file login at Local Ops/RAOPS
• Providing prompt service for any customer queries Pre and Post sales
• Create LAS product awareness & Lead generation through various marketing activities like Pamphlet distribution through LAS Camps in Corporates, Loan Melas /carnival
• Cross-Sell:
• Cross sell of Asset and Liability: CASA & Fixed Deposit
• Cross sell TPP products: Life and Non - Life Insurance
• FTNR:
• Login FTR files at Local Ops/RAOPS
• Follow up with the Local Ops/RAOPS and ensure all cases are disbursed timely and not screwed towards the end of the month
Additional Responsibilities:
• Any other task assigned by seniors from time to time.
0 page views
Related listings
-
(N49) CBG:CB RM - SEGBankAs a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank’s products, providing service to existing and New-To-bank customers in the branch and adding new ...2026/11/09
-
Service Officer-BRANCH BANKING-Branch BankingBankJob Description JOB ROLE : ·Redress customer needs pertaining to cash, DDs, cheque deposits, general information. ·Speed and accuracy of transaction. ·Exploitation of other business opportunities sensed. ·Providing quality of experience that will ens...2026/11/09
-
State Bank of India Jobs Patna 2022 | Apply For 53 ExecutiveBankState Bank of India Applications is invited from State Bank of India in prescribed form through online mode only for various posts. The direct link for online application portal is available at State Bank of India website https://www.onlinesbi.com/ a...2026/11/07