Department Branch Dealing Job posted on Dec 19, 2023 Employee Type Permanent-Sales Vertical Experience range (Years)0 – 3 years

Group Company: HDFC Bank Limited

Designation: Sourcing for HSL- Sales Officer

Position description: Forms /documentation checking & affixing the Branch inward stamp & verifying on flex-cube & Aadhaar site.

Primary Responsibilities:

  • Form / documentation checking– The RPA will thoroughly check the form for client signature and accuracy of form filling.
  • They will also check if the supporting documents are properly attested by the client and the SO. They will cross verify the details in the form with the copy of PAN card and address proof.
  • Branch Inward – Once form checking is complete they will affix the Branch inward stamp.
    Flex Cube check – To check whether name on form matches with the name in Flex cube. Signature on form tallies with Flex cube.
  • Whether client is first holder in the given savings account and has been given net banking rights. The RPA will also check if account is funded adequately to meet the account opening charges
  • Aadhaar site check – Whenever a copy of Aadhaar card is provided as address proof by the client, the RPA will verify the copy against the Aadhaar site and take a print out of the same.

Additional Responsibilities:

  •  CRM login – Before forwarding the form to the WBO operations team for FTS, the RPA will enter the form in CRM for lead creation
  •  Dispatch of rejected forms – All forms that have been returned by the WBO operations team to the RPA due to any discrepancy,
  • where the discrepancy could not be resolved during the hold period or without client intervention, will be dispatched back to the sourcing channel.
  •  Form authorization – Once the RPA is fully assured of the correctness of the form, they will authorize the form and forward the same for account opening.
  • Remedying FTNR forms – The RPA will follow-up with the respective SO/ASM for curing of the forms on hold / rejected forms.

Educational qualifications preferred

  • Category: Bachelor’s Degree, Master’s Degree

Required work experience

  • Industry: BFSI
  • Role: Operations
  • Years of experience: 0 to 3

Key Performance Indicators:

1) Timely & Accurate Form Verifications

2) Ensure FTR

3) CRM Entry/ Process adherence

4) System Validations

Required Competencies:

1) Self-motivated

2) Confidence

2) Active Listening

Required Knowledge:

Detailed understanding on Policies, Process & Products

Required Skills:

1) Process Adherence

2) Time Management

3) Technical Proficiency

4) Data Processing skills


Reporting Designation:

  • Functional – HSL Area Sales Manager
  • Administrative – Local WBO Head

Reporting Department-Sub BU: WBO

Apply now :