Key Responsibilities
Acquire current Savings Account and Current Account customers through walk-ins, field visits, referrals, and local market activities.
Manage and grow customer portfolio by deepening relationships and increasing wallet share.
Cross-sell products like Fixed Deposits, Recurring Deposits, Credit Cards, Insurance, Mutual Funds, and Retail Loans.
Convert branch walk-ins into recent account openings and product sales.
Conduct daily cold calling, lead generation, prospecting, and follow-ups.
Promote digital banking including UPI, Net Banking, and Mobile Banking.
Ensure accurate account opening documentation and complete KYC compliance.
Maintain customer interactions and follow-ups in CRM.

Sales Duties
Achieve monthly targets for CASA acquisition and cross-sell.




Conduct market visits, catchment area activities, and customer profiling.
Improve activation, retention, and product-per-customer metrics.

Customer Service
Handle customer queries and complaints within defined timelines.
Assist with cheque book, passbook, digital setup and other service requests.
Ensure high-quality customer experience and reduce account attrition.

Products to Promote
Savings and Current Accounts
Fixed and Recurring Deposits
Credit Cards
Insurance products
Mutual Funds
Retail Liability Sales

📌 Pb Sales Chakulia
🏢 HDFC Bank
📍 Chakulia