Credit Card-Commercial Cards - Sales Officer - Kurukshetra

Group Company: HDFC Bank Limited

Designation: Credit Card-Commercial Cards - Sales Officer (SBU13-3_1459_100032)

Office Location: Babain Kurukshetra (Branch)

Position description: To source Business from the Branch Customer base / HNW of the Branch / Open Market /VFS/BLS Customers and to process customer application,KYC documents collection, validation & submission.

Primary Responsibilities:

• Sourcing business from Bank branches/VFS /BLS centers :- Visiting VFS /BLS centers/ Bank branches daily for interacting with customers and pitching Prepaid / Business cards and Cross sell products.
• The BDR / Sales Executive will work very closely with the Sales Manager/ VFS/BLS/ Branch Staff including RM’s of the Branch. Will be allocated Branches for performing the job role.
• To source Business from the Branch Customer base / HNW of the Branch / Open Market /VFS/BLS Customers.
• To meet assigned targets Responsible for conducting Events/Displays at the Branch/corporates/Malls etc. Submission of Daily Sales report.
• KYC documents collection, validation , submission :- Ensure all documents are checked in Originals, including KYC. Sign OSV on checking the originals only.
• Visit the customer’s residence / office to pick up the documents as per policy requirement and Login the file (submission of file / application to CPA or, RM, PB in the branch as required).
• Responsible for collecting the Post disbursement documents wherever required
• Processing customer application : - Successfully implementing and following the laid down bank process.

Additional Responsibilities:

• Calling customers and driving reloads through physical and digital mode such as Mobile Banking, Quick Reload, Net Banking and Prepaid Net Banking, sale of products
• Meeting/Calling the customer for Cross Sell of designated products.
• Building relationships with customers in order to ensure satisfied customer and also generate future business for bank products
• Reporting to Business & Prepaid Sales Manager

Educational qualifications preferred

• Degree: Bachelor of Commerce - BCom, Master of Business Administration - MBA

Required work experience

• Industry: BFSI

Required Competencies:

Good Team spirit

Inter personal skill

Time / Team Management

Good communication skills in English, Hindi/local language

Proactive & focused approach

Required Knowledge:

Work experience in the profile

Required Skills:

Graduate and above

Specific requirements

• Travel: Customer Visits

Other details

• Contract Types: Permanent