Key Responsibilities

- Outbound Customer Acquisition: Travel in your assigned local area to find and open new Savings and Current Accounts (CASA).

- Market Sourcing: Generate your own leads through catchment area mapping, cold calls, local marketing events, and customer referrals.

- Lead Fulfillment: Process and close liability and asset leads assigned by internal branch channels.

- Product Cross-Selling: Pitch and sell third-party financial products like insurance (life and general), mutual funds, fixed deposits, and retail loans (personal, auto, or home loans).

- Compliance & Hygiene: Follow strict KYC and AML guidelines during customer onboarding and manage welcome kit deliveries without delays.

Requirements & Skills

- Education: Graduation required; Post-Graduation preferred.

- Experience: 1 to 3+ years of frontline, field sales experience in retail or banking.

- Certifications: Preferred active NISM (Mutual Funds) and IRDA (Insurance) certifications.

- Competencies: Solid local communication skills, negotiation abilities, and resilience for daily field targets. [1, 2, 3]

📌 Personal Banker Sales-Field Sales-South Kolkata
🏢 HDFC Bank
📍 Kolkata