Role & responsibilities::

Acquire new Savings and Current Accounts (SA/CA) from walk ins, local market and leads.

- Source new family accounts and bring recent to bank customers.
- Conduct daily calling, prospecting and field visits for customer acquisition.
- Cross sell products during acquisition: Debit Card, Credit Card, FD, Insurance, Mutual Funds, Loans.
- Promote digital banking activation (Mobile Banking, Net Banking) for new 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 new accounts.
- Focus only on new 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

📌 PB Classic, Preferred RM, BSM, PB Sales (Nadia)
🏢 HDFC Bank
📍 Nadia