Job Title:

Key Account Sales Officer-Retail Branch Banking

Job Details:

Business Unit: Retail Branch Banking

Team: Retail Branch Banking

Reports to: KCM / KAM

Location: PAN India

Job Function: Outbound Sales

Role Type: Individual

Direct Reportees: 0

Travel Required: Moderate

Job Band Range: S1 & S2

JD Created: 02-May-03

JD Updated: 28-Aug-25

Version No: 1.1

Job Purpose:

Source incremental accounts from corporates mapped to the KCM portfolio.

Assist customers with documentation & application formalities.

Ensure strict adherence to Know Your Customer (KYC) norms.

Explain product benefits to customers.

Cross-sell additional products with current account openings.

Achieve set productivity norms for salary account sourcing & cross-sell.

Job Responsibilities:

Ensure all documentation/account opening formalities are completed in presence.





Verify authenticity of documents & customer identity.

Ensure all mandatory fields are entered properly and documents are legible.

Ensure photograph for ID proof is clearly visible & matches AOD photo.

Ensure Tatkal kits are available for inductions.

Facilitate account opening through digital journey.

Cross-selling of various products.

Educational Qualifications:

Graduate with minimum 50% Marks.

Key Skills:

Valuable Team spirit

Interpersonal skills

Time / Team Working

Valuable communication skills

Proactive & focused approach

Experience Required:

Min. 2 to 4 Years. Banking or Financial Service industry experience.

Major Stakeholders:

Branch

Product

Marketing

Asset team

TPP team

EBFS

📌 Key Account Sales Officer Retail Branch Banking Pune
🏢 HDFC Bank
📍 Pune