Walk-in || Urgent Walk-In Drive |Corporate Account Manager - Hdfc BB | Kolkata

The Corporate Account Manager (CAM) is responsible for acquiring new-to-bank customers and driving liability business through the sale of savings accounts, current accounts, and other banking products. The role involves sourcing customers through market activities, references, and corporate tie-ups while achieving monthly sales targets.

Key Responsibilities

Business Development & Customer Acquisition

• Acquire new Savings Accounts and Current Accounts from the open market.
• Generate leads through self-sourcing, referrals, branch leads, and field activities.
• Build and maintain a healthy sales pipeline to achieve acquisition targets.
• Conduct customer meetings and presentations to explain banking products.

Cross-Selling

• Cross-sell banking products such as:
• Fixed Deposits
• Debit & Credit Cards
• Insurance Products
• Investment Products
• Digital Banking Solutions

Relationship Management

• Develop and maintain relationships with customers for long-term engagement.
• Ensure customer satisfaction and timely resolution of service-related concerns.
• Engage with local business communities and institutions to generate business opportunities.

Sales & Market Activities

• Conduct market visits, corporate activities, canopy activities, and branch activation programs.
• Identify and penetrate potential customer segments within the assigned geography.
• Participate in customer acquisition campaigns and sales drives.

Compliance & Process Adherence

• Ensure complete KYC and documentation as per regulatory requirements.
• Adhere to bank policies, processes, and compliance guidelines.
• Maintain data accuracy and timely reporting in bank systems.

Eligibility Criteria

Education:

• Graduate in any discipline (MBA preferred).

Experience:

• 1-6 years of experience in:
• Banking Sales
• CASA Sales
• Liability Sales
• Insurance Sales
• Financial Product Sales
• Field Sales

Preferred Skills

• Strong communication and interpersonal skills.
• Excellent sales and negotiation abilities.
• Customer-centric approach.
• Ability to work under target-driven environments.
• Good networking and relationship-building skills.
• Knowledge of banking products and RBI/KYC regulations.

Key Performance Indicators (KPIs)

• CASA acquisition numbers.
• New-to-Bank (NTB) customer acquisition.
• Cross-sell revenue generation.
• Customer activation and account funding.
• Productivity and conversion ratios.
• Portfolio quality and compliance adherence.

Compensation & Benefits

• Fixed Salary + Performance Incentives.
• Career growth opportunities within Branch Banking.
• Training and development programs.

Ideal Candidate Profile: A highly energetic sales professional with a passion for customer acquisition, field sales, and relationship management, capable of achieving aggressive business targets in the banking sector.