Role & responsibilities

PB Sales No portfolio - only market acquisition- Hired in AM grade -Casa)

- Conduct outbound field acquisition to open recent CASA accounts from local markets, catchments, and mapped segments.
- Transform cold/warm leads into business through direct customer meetings and relationship building.
- Generate liabilities through Current Account (CA), Savings Account (SA), crosssell of FD/RD, and basic insurance referrals.
- Map corporates, traders, merchants, SMEs, professionals, and local businesses for CA sourcing.
- Ensure KYC completeness, documentation, and onboarding accuracy.
- Meet monthly acquisition & revenue targets for CASA and liabilities products.
- Maintain a robust lead funnel, daily call reports, and productivity tracking.
- Collaborate with branch teams, operations, and product teams for quick account activation.

Core Skills Needed

- Strong field sales capability
- Good communication & convincing skills
- Knowledge of CASA, business profiles, and catchment mapping
- Target orientation and persistence
- Ability to convert leads quickly

📌 PB Sales (Grade-AM-Field Sales)-Only South Kolkata
🏢 HDFC Bank
📍 Kolkata