Role & responsibilities :

Acquire new Savings and Current Accounts (SA/CA) from walkins, local market and leads.
Source new family accounts and bring newtobank customers.
Conduct daily calling, prospecting and field visits for customer acquisition.
Crosssell products during acquisition: Debit Card, Credit Card, FD, Insurance, Mutual Funds, Loans.
Promote digital banking activation (Mobile Banking, NetBanking) for recent customers
Ensure 100% KYC and accurate documentation for all new accounts.
Follow all HDFC Bank guidelines for account opening and sales processes.
Maintain daily sales reports, lead funnel and track acquisition numbers.
Coordinate with branch operations to ensure activation of recent accounts.
Focus only on current acquisition no portfolio management, no relationship deepening, no retention. (Derived from the absence of these responsibilities in cited acquisitionfocused PB Sales roles.

Core Responsibilities
Outbound Customer Acquisition:



Travel across Kolkata to source new Current Accounts and Savings Accounts (CASA), onboard High-Net-Worth (HNI) and "Classic" portfolio customers, and bring in family accounts to increase relationship value
Product Cross-Selling: Actively pitch and sell financial products such as fixed deposits, mutual funds, life/general insurance, credit cards, and retail loans
Lead Generation & Follow-up: Execute daily cold-calling, catchment mapping, and door-to-door visits. Fulfill asset and liability leads generated by internal branch staff

Experience: Generally requires 1 to 3+ years of frontline sales and relationship experience, preferably in retail branch banking

Certifications: Candidates are often preferred to hold NISM (Mutual Funds) and IRDA (Insurance) certifications.

📌 Personal Banker Sales Only Outbound Field Sales West Bengal
🏢 HDFC Bank
📍 West Bengal