Corporate Sales Officer-Commercial Cards-CPS Credit Cards

Job Title: Corporate Sales Officer-Commercial Cards-CPS Credit Cards

Job Details:

Business Unit: Credit Cards

Team: Credit Cards

Reports to: Business & Prepaid Sales Manager

Location: Multi-Locations

Job Function: Sourcing Commercial Card to corporate

Role Type: Individual

Travel Required: Customer Visits

Job Band Range: S1-S2

JD Created Date: 19-Feb-20

JD Updated Date: 14-May-24

Version No: 1.1

Job Purpose: To source business from Branch Customer base, HNW of the Branch, Open Market, VFS/BLS Customers, and to process customer applications, including KYC document collection, validation, and submission.

Job Responsibilities:

Sourcing Business:

Visit VFS/BLS centers and Bank branches daily to interact with customers and pitch Prepaid/Business cards and cross-sell products.

Work closely with Sales Manager/VFS/BLS/Branch Staff, including RMs.

Source business from allocated branches, customer base, HNW, Open Market, and VFS/BLS Customers.

Meet assigned targets.

Conduct events/displays at branches, corporates, and malls.

Submit Daily Sales reports.

KYC Documents:

Ensure all documents, including KYC, are checked in originals; sign OSV only after checking originals.

Visit customer's residence/office to collect documents as per policy and log the file (submit to CPA or RM, PB).

Collect post-disbursement documents as required.

Customer Application Processing:

Successfully implement and follow laid down bank processes.

Other Responsibilities:

Call customers and drive reloads via physical and digital modes (Mobile Banking, Quick Reload, Net Banking, Prepaid Net Banking).

Meet/call customers for cross-selling designated products.

Build customer relationships to ensure satisfaction and generate future business.

Educational Qualifications:

Graduate/Post Graduate with 50% & More.

Key Skills:

Good Team spirit

Interpersonal skills

Time / Team Management

Good communication skills in English, Hindi/local language

Proactive & focused approach

Experience Required:

1 Year to 3 Years

Major Stakeholders:

CPA

Operation Team

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch