Hdfc Bank _ Branch Sales Officer-Retail Branch Banking

Role & Responsibilities

Business Sourcing

• Source business through open market and outbound sales activities.
• Acquire quality new CASA accounts for Resident and Non-Resident customers via catchment working, cold calls, referrals, and internal databases.
• Strive to maximize values in accounts opened independently.
• Meet defined productivity norms for self-sourcing.

Lead Fulfillment

• Assist in fulfilling CASA leads generated by other verticals.
• Ensure adherence to TAT guidelines to meet customer commitments.

Cross-Sales

• Generate cross-sales of key products including FD, RD, Auto Loans, Personal Loans, Business Loans, and Consumer Durables.

Business Hygiene & Value Enhancement

• Manage welcome kits appropriately; ensure proper recording and custody.
• Ensure right sourcing of customers.
• Enhance account value through regular contact with customers.
• Contribute actively to the overall objectives of the branch.