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RBB-PB-Demat

HDFC Bank — Mumbai, MUMBAI

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Experience 3 - 9 Years yrs
Age 21-35 yrs
Gender Both
Salary Not Disclosed LPA
Department Sales Loans
Product Loans

Job Description

Role description

Job Title:

VST – Sales officer

 

Job Details:

Business Unit: Virtual Sales

Team: NA

Reports to: Team manager- VST

Location: Pan India

Job Function: Sales

Role Type: Individual Contributor

No of direct reportees: Nil

Travel Required: No

Job Band Range: S1-S2

JD Created date: 23-Dec-22

JD Updated date: 14-May-24

Version No: 1.1

 

Job Purpose:

Represent the Bank and present eligible products to non-managed customers.

Educate customers on digital products.

Identify the right product, explain features/benefits, and sell for revenue generation.

 

Job Responsibilities:

Achieve assigned Unit / value / Income across product lines:

Achieve monthly unit and value targets across product lines.

Educate customers on product lines and provide the right product.

Achieve month-on-month productivity on allocated product lines.

Contribute to overall channel achievement.

Customer communication:

Contact non-managed customers using calling scripts to offer products.

Ask probing questions to understand customer requirements.

Ensure product features & benefits are explained during onboarding.

Pitch multiple products to increase customer product holding.

Qualitative:

Effective interaction and communication with customers, capturing correct dispositions.

Work on feedback from supervisor/unit manager/training manager on call quality.

Ensure time on system as per KPI defined.

Maintain minimum RPC daily/monthly.

Digital Product Penetration:

Educate customers on the Bank's digital products.

Show value and convenience in using digital products.

Increase digital penetration within the non-managed customer base.

Push digital penetration in contacted customers.

Audit and compliance:

Adhere to all laid down guidelines for calling.

Ensure all tele-calling and product regulatory compliance are adhered to.

Adhere to all product guidelines.

Adhere to all guidelines on floor discipline and dialer hygiene parameters.

 

Educational Qualifications:

Graduation

Post-Graduation (Optional)

Certifications: IRDA Certification

 

Key Skills:

Sales and Influencing Skills

Banking Product & Process Knowledge

Planning and Organizing Skills

Communication

Knowledge of Competition & Current trends in financial Industry

 

Experience Required:

Minimum 1 year experience

Exposure to banking preferable

 

Major Stakeholders:

Customers

Line supervisors

Quality & Training Team

Frequently Asked Questions

What are the eligibility criteria for the RBB-PB-Demat job at HDFC Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 3 - 9 Years years of relevant experience expected for this role.

What are the primary responsibilities of a RBB-PB-Demat at HDFC Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a RBB-PB-Demat at HDFC Bank.

Is prior experience required for this position?

This role requires around 3 - 9 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the RBB-PB-Demat role at HDFC Bank?

You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.