Job title: Merchant Services-ME Sales Officer – SO – Ratlam

Company: HDFC Bank

Job description: Group Company: HDFC Bank Limited

Designation: Merchant Services-ME Sales Officer – SO (152_2131_100161)

NxtWave - Associate - Business Development/Sales (0-2 yrs) Kerala/Trivandrum/Thiruvananthapuram/Cochin/Kochi (Sales Management)

Office Location: RATLAM – MADHYA PRADESH Ratlam (Branch)

Position description:

Merchant Services-ME Sales Officer – SO

Primary Responsibilities:

  • To achieve Merchant Acquiring product & Cross-sell targets as defined by management month on month.
  • To source Merchant Acquiring products (POS, Soundbox, SmartHub etc.) from the Branch Customer base (HNW/Non-HNW) / Open Market.
  • Visiting the Allocated Branch on daily basis and meet the Branch staff for Lead generation.
  • Sales Officer will work on the existing base of Self-employed customers having banking relationship to offer Merchant Acquiring Solution.
  • Sales Officer needs to source Competition Merchants along with their complete banking relationship.
  • Sales Officer will be responsible for ensuring engagement & Visitation of all portfolio merchants assigned.
  • Sales Officer will also be responsible for Activating these Merchants, Increase the Volume share and generating Cross Sell leads during these interactions.
  • Sales Officer must ensure daily login to Sales Automation Software (Vymo/CRM) & ensure calling out to customers for cross-sell, Portfolio enhancement, Visit updates etc.
  • Sales Officer will be responsible for ensuring 100% leads & databases (CRM, Vymo) are actioned and updated within Turn Around Time.
  • Sales Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only.
  • Visit the customer’s premises to pick up documents as per policy requirement and Login the file (submission of file / application to CPA or SM, ADM, RM, PB in the branch).
  • Sales Officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered to.

Additional Responsibilities:

  • Cross Sell – CC , CASA , Asset, TPP, etc.

Reporting Team

  • Reporting Designation:
  • Reporting Department:

Educational qualifications preferred

  • Category: Bachelor’s Degree
  • Field specialization:
  • Degree:
  • Academic score: Pass
  • Institution tier: Any

Required Certification/s:

Required Training/s:

Basic product and process training

Required work experience

  • Industry: Banking preferred – but not a constraint
  • Role:
  • Years of experience: 0 to 3

Key Performance Indicators:

Sales Profile

Required Competencies:

Flair for sales and go getter attitude, Good Communication skills, tech savvy

Required Knowledge:

Basic comupter and mobile applications knowledge.

Required Skills:

Good communication and interpersonal skills, Time management, disciplined sales approach

Required abilities

  • Physical: Sales call and field visits..
  • Other:

Work Environment Details:

Specific requirements

  • Travel: Local travel for customer meetings
  • Vehicle: Preferred(At least two wheeler)
  • Work Permit:

Other details

  • Pay Rate: As per industry norms and labour laws
  • Contract Types: Permanent
  • Time Constraints: None
  • Compliance Related: As per Bank`s laid down policies
  • Union Affiliation: N/A

Location: Ratlam, Madhya Pradesh

Job date: Fri, 10 Nov 2023 07:38:25 GMT