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Private Bank Jobs in Thrissur for Freshers

Job Details

Hiring Organization HDFC Bank
Post Name Retail Branch Banking-Acquisition Sales Officer
Qualification Bachelor’s Degree, Master’s Degree
Industry Private
Employment Type Full Time
Work Hours 8 Hours
Salary 15000/- To 20000/- Per Month
Location Thrissur, Kerala, India 680001

Job Description

To ensure relationship management with corporate admin for lead generation & verifying the authenticity of KYC documents     

Primary Responsibilities:

  • Acquisition of Salary accounts from corporate & meeting monthly productivity norm.
  • Attending employee inductions at corporates to acquire accounts of newly joined employees.
  • Engage the HR / Admin / Finance teams at the corporate for routine account opening requirements.
  • SALES OFFICERs to ensure relationship management with the corporate Admin & ensure penetration of accounts.
  • 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.
  • Conduct Lead Generation Activities like catchment mapping, references, and help desks at corporate.
  • To achieve the set productivity norms for salary account sourcing & cross-sell.

Additional Responsibilities:

  • Pitch higher variant salary accounts to Senior employees along with the 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
  • Seeing the original copies of all the documents submitted by the customer for the account opening process
  • Ensuring that the customer signs are physically present in front of the SALES OFFICER
  • Reconcile install-kits with the AM and Branch team as per the 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 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

  • Industry: BFSI
  • Role: Fresher/Sales

Required Skills:

  • Good Team spirit
  • Interpersonal 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

Apply Now

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