Represent the Bank and present eligible products to non-managed customers.
Educate customers on the Bank's digital products.
Identify the right product, explain features/advantages, and sell for revenue generation.
Job Responsibilities:
Quantitative:
Achieve monthly unit, value, and income targets across product lines.
Educate customers on product lines and provide suitable products.
Maintain month-on-month productivity on allocated product lines.
Contribute to overall channel achievement.
Customer Communication:
Contact non-managed customers using calling scripts to offer products.
Engage customers with probing questions to understand requirements.
Explain product features & benefits during customer onboarding.
Pitch multiple products to increase customer product holding.
Qualitative:
Ensure effective interaction and communication, capturing correct customer dispositions.
Implement feedback from supervisors/unit managers/training managers on call quality.
Maintain Time on system as per KPI.
Ensure Minimum RPC on a daily/monthly basis.
Digital Product Penetration:
Educate customers on digital products.
Showcase value and convenience of digital products.
Increase digital penetration within the non-managed customer base.
Push digital penetration for contacted customers.
Audit and Compliance:
Adhere to all laid down guidelines for Calling.
Ensure all tele-calling and product regulatory compliance are met.
Adhere to all product guidelines.
Follow guidelines on floor discipline and dialer hygiene parameters.
Educational Qualifications:
Graduation
Post-Graduation (Optional)
Key Skills:
IRDA Certification
Sales and Influencing Skills
Banking Product & Process Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial Industry
Experience Required:
Minimum 1 year experience
Exposure to banking preferable
Major Stakeholders:
Customers
Line supervisors
Quality & Training Team
Skills:
Refer to the Job Description
About Company:
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