The Corporate Account Manager (CAM) is responsible for acquiring new-to-bank customers and driving liability business through the sale of savings accounts, current accounts, and other banking products. The role involves sourcing customers through market activities, references, and corporate tie-ups while achieving monthly sales targets.

Key Responsibilities

Business Development & Customer Acquisition

- Acquire new Savings Accounts and Current Accounts from the open market.
- Generate leads through self-sourcing, referrals, branch leads, and field activities.
- Build and maintain a healthy sales pipeline to achieve acquisition targets.
- Conduct customer meetings and presentations to explain banking products.

Cross-Selling
- Cross-sell banking products such as:

- Fixed Deposits
- Debit & Credit Cards

- Insurance Products

- Investment Products

- Digital Banking Solutions

Relationship Management
- Develop and maintain relationships with customers for long-term engagement.
- Ensure customer satisfaction and timely resolution of service-related concerns.
- Engage with local business communities and institutions to generate business opportunities.

Sales & Market Activities
- Conduct market visits, corporate activities, canopy activities, and branch activation programs.
- Identify and penetrate potential customer segments within the assigned geography.
- Participate in customer acquisition campaigns and sales drives.

Compliance & Process Adherence




- Ensure complete KYC and documentation as per regulatory requirements.
- Adhere to bank policies, processes, and compliance guidelines.
- Maintain data accuracy and timely reporting in bank systems.

Eligibility Criteria

Education:

- Graduate in any discipline (MBA preferred).

Experience:

- 1-6 years of experience in:

- Banking Sales

- CASA Sales

- Liability Sales

- Insurance Sales

- Financial Product Sales

- Field Sales

Preferred Skills

- Strong communication and interpersonal skills.
- Excellent sales and negotiation abilities.
- Customer-centric approach.
- Ability to work under target-driven environments.
- Good networking and relationship-building skills.
- Knowledge of banking products and RBI/KYC regulations.

Key Performance Indicators (KPIs)
- CASA acquisition numbers.
- New-to-Bank (NTB) customer acquisition.
- Cross-sell revenue generation.
- Customer activation and account funding.
- Productivity and conversion ratios.
- Portfolio quality and compliance adherence.

Compensation & Benefits
- Fixed Salary + Performance Incentives.
- Growth opportunities opportunities within Branch Banking.
- Training and development programs.

Ideal Candidate Profile: A highly energetic sales professional with a passion for customer acquisition, field sales, and relationship management, capable of achieving aggressive business targets in the banking sector.

📌 Walk-in || Urgent Walk-In Drive |Corporate Account Manager - Hdfc BB | Kolkata
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📍 Kolkata