Retail Branch Banking-DGSO
Published date: 2024/01/10
- Location: Mumbai, , Maharashtra, India
Group Company: HDFC Bank Limited
Designation: Retail Branch Banking-DGSO
Position description: Acquisition of Salary accounts from Government Organizations, ensure relationship management with the government superiors and meeting monthly productivity.
Primary Responsibilities:
• Pitch Government salary accounts to Senior employees along with managed program
• Meeting & follow-up with the customer regularly after his account gets opened for Early funding of the sourced account with Salary Credit
• Cross-Selling of various Products.
• Preparing Daily Sales Reports having the details of all the calls made during the day
• Ensuring that the customer signs being physically present in front of the Government SALES OFFICER
• 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
Additional Responsibilities:
• Any other task assigned by seniors from time to time.
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
• Contract Types: PERMANENT
Designation: Retail Branch Banking-DGSO
Position description: Acquisition of Salary accounts from Government Organizations, ensure relationship management with the government superiors and meeting monthly productivity.
Primary Responsibilities:
• Pitch Government salary accounts to Senior employees along with managed program
• Meeting & follow-up with the customer regularly after his account gets opened for Early funding of the sourced account with Salary Credit
• Cross-Selling of various Products.
• Preparing Daily Sales Reports having the details of all the calls made during the day
• Ensuring that the customer signs being physically present in front of the Government SALES OFFICER
• 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
Additional Responsibilities:
• Any other task assigned by seniors from time to time.
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
• Contract Types: PERMANENT
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