Personal Banker Sales - Field Sales in Bishnupur, Bankura

About the Employer

HDFC Bank Limited was established in August 1994 and began commercial banking operations in January 1995. On April 4, 2022, it merged with HDFC Limited, India's largest housing finance company, bolstering its comprehensive housing loan services across urban, semi-urban, and rural areas. By March 31, 2023, the bank operated 7,821 branches and over 19,700 ATMs/CDMs in 3,811 cities and towns. It also maintains an international footprint with branches in four countries and offices in Dubai, London, and Singapore to cater to Non-Resident Indians and Persons of Indian Origin.

Role Responsibilities

• Conduct outbound activities within your designated territory to acquire new customers by opening Savings and Current Accounts (CASA).
• Develop your own customer base through mapping local areas, making cold calls, organizing marketing events, and leveraging referrals.
• Handle leads from internal branch channels by processing and successfully closing both liability and asset products.
• Effectively cross-sell third-party financial offerings including insurance (life and general), mutual funds, fixed deposits, and various retail loans such as personal, auto, and home loans.
• Adhere rigorously to KYC and Anti-Money Laundering policies during the onboarding process and ensure timely distribution of welcome materials.

Requirements & Eligibility

• Must hold at least a graduate degree; postgraduate qualifications are advantageous.
• Possess between 1 and over 3 years of frontline field sales experience specifically in retail or banking sectors.
• Having active certifications such as NISM for Mutual Funds and IRDA for Insurance is preferred.
• Exhibit strong communication skills relevant to the local area, solid negotiation skills, and resilience to achieve daily sales targets.

Eligibility to Apply: Candidates who have completed graduation are eligible.