Role & responsibilities

Sourcing of GIB Business • Scoping open market for sourcing recent Government, Institutional Accounts and TD accounts • Ensure that the list of all the GIB segments in the specified territory is available with him for generating and converting leads • Make cold calls and appointment-based calls to every potential department / institution; analyze the requirements, understand their business needs and provide customized solutions to fulfill all their immediate and long-term requirements.

- Follow up regularly with the potential customers for conversion of business and also take seniors on calls whenever required Product and Process Knowledge • Be updated with the entire KYC documentation required for acquiring Institutional Accounts and FCRA accounts.
- Undertake adequate field training with the Area Heads; be updated on the KYC documentation and products offered to GIB customers Account activation and Balance built up • Ensure all accounts opened in previous month are activate by Customer induced transactions.




- Regularly track the inactive accounts and follow up with the respective actionable customers for funding and activate those accounts • Monitor Balance build ups in the accounts sourced in previous months.

Cross Sell

Products and Solutions • Ensure that the accounts build balances by cross selling other product offerings like Salary Accounts, myApps, CMS, Payment Gateway, ENet, Kiosks etc. with the help of the Area Head s and respective product teams.
- Cross sell Credit cards, Retails Assets and other products of the Banks Productivity • Adhere to and meet the productivity norms as defined by the management w.r.t. acquisition and value build up.

Additional Responsibility: Understand the catchments details of the various branches in the specified region, assist branches to convert leads generated by them, Make joint calls with the RMs / PBs / BMs from branches

📌 GIB Sales Officer (Mumbai)
🏢 HDFC Bank
📍 Mumbai