Job Title

Senior Branch Sales Manager (SBSM)

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

Job Function and Role Type

Sales, Supervisory

Version No

1.0

Job Purpose

Responsible for achieving Current Account numbers and value targets through customer onboarding, process adherence, and local marketing activities, while ensuring compliance with KYC, AML, and other bank policies.

Key Responsibilities

Customer Acquisition and Cross-Selling

Achieve Current Account numbers and value targets.

Drive cross-sell income targets for self, CAAM, and CSOs.

Source unique trade customers in assigned catchment.

Collaboration and Target Achievement

Work with Branch Managers to achieve CA NAV, numbers, and cross-sell income targets.

Coordinate with CAAMs and CSOs to meet business goals.

Lead Generation

Generate leads for fund-based and non-fund-based business assets.

Track daily lead generation, conversion, and product mix.

Process Adherence and Compliance

Ensure customer onboarding and process adherence.

Conduct supervisory reviews and joint calls.

Comply with KYC, AML, and bank policies to reduce FTNR.

Education:

Graduation required; Post-graduation preferred.

Certifications:

AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Key Competencies

Sales and influencing skills, banking product and process knowledge, planning and organizing skills,



communication, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, Operations, NR Product Team, Treasury, Insurance CAM, MF Fund Houses Personnel, HSL Personnel.

Skills

Refer to the Job Description

About HDFC Bank

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

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📌 Senior Branch Sales Manager (India)
🏢 HDFC Bank
📍 India