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
Robust field sales capability
Positive 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