Job Title:

Branch Sales Officer-Retail Branch Banking

Job Details:

Business Unit: Retail Branch Banking

Team: Retail Branch Banking

Reports to: Sr. BSM/ BSM OR BM/PBA/BOM (where BSM is not mapped)

Location: PAN India

Role Type: Sales Officer

Direct Reportees: 0

Job Band Range: S1 & S2

Job Purpose:

Outbound Sales Resource responsible for sourcing business from the market.

Responsible for fulfilling leads from Branch Staff and Other Verticals.

Adhere to KYC and AML guidelines for Account Opening.

Job Responsibilities:

Outbound Sales Sourcing: Acquire new CASA accounts (Resident/Non-Resident) through catchment working, cold calls, referrals, and internal databases. Strive for value in self-opened accounts. Meet defined productivity norms for self-sourcing. Adhere to KYC/AML during current account acquisition.

Fulfillment of Leads:



Help fulfill CASA leads generated by other verticals. Adhere to TAT guidelines to meet customer commitments.

Cross-Sales: Generate cross-sales of key products like FD, RD, Auto Loans, Personal Loans, Business Loans, Consumer Durables.

Business Hygiene: Manage welcome kits by recording all kits at the branch. Ensure right sourcing of customers. Enhance value through regular customer contact. Contribute to the branch's goals.

Educational Qualifications:

Graduate / Post Graduate

Key Skills:

Sales Skills

Intend to work in Open Markets

Communication

Experience Required:

3+ Years

Major Stakeholders:

Not explicitly detailed in the provided text.

Required Skills

📌 Branch Sales Officer-Retail Branch Banking (Kolkata)
🏢 HDFC Bank
📍 Kolkata