Job Description

Job Overview
| Particular | Details |
|---|---|
| Company Name | HDFC Bank |
| Job Role | Personal Banker Sales (Outbound Field Sales) |
| Job Location | Kolkata (Garia, Brahmapur, Strand Road, New Barrackpur), Bankura, Bishnupur, Asansol, Howrah |
| Salary | ₹3.00 LPA – ₹4.25 LPA |
| Qualification | Any Graduate |
| Experience | 3–5 Years (Sales/Banking Preferred) |
| Job Type | Full-Time, Permanent |
| Gender | Exclusive for Women Candidates |
| Total Openings | 10 Vacancies |
Job Description
HDFC Bank is inviting applications for the position of Personal Banker Sales (Outbound Field Sales). This role is ideal for experienced sales professionals who enjoy meeting customers, generating business, and achieving sales targets.
The selected candidates will be responsible for acquiring new Savings Accounts (SA) and Current Accounts (CA) through field visits, local market activities, referrals, and customer leads. Apart from account acquisition, candidates will also promote various banking products including Fixed Deposits, Credit Cards, Insurance, Mutual Funds, and Retail Loans.
This is a target-oriented field sales role with excellent career growth opportunities in one of India’s leading private sector banks.
About the Company
HDFC Bank is one of India’s largest private sector banks, offering a wide range of banking and financial services to individuals, businesses, and corporate customers. With a strong nationwide presence, HDFC Bank is known for its customer-centric approach, innovative banking solutions, and excellent career opportunities.
Employees benefit from professional development programs, competitive compensation, and opportunities for long-term career growth within the organization.
Eligibility Criteria
Educational Qualification
- Graduation in any discipline from a recognized university.
Age Limit
- Age limit has not been specified by the employer.
- Candidates should meet the company’s recruitment standards.
Gender
- Only Women Candidates are eligible to apply.
Experience Required
- Minimum 3 to 5 years of experience in:
- Retail Banking Sales
- Field Sales
- CASA Sales
- BFSI Sales
- Financial Product Sales
Candidates with prior experience in customer acquisition and banking sales will be preferred.
Job Responsibilities
- Acquire new Savings Account (SA) and Current Account (CA) customers.
- Generate new business through field visits, walk-ins, and market referrals.
- Conduct daily cold calling and customer prospecting.
- Visit customers and local businesses for account acquisition.
- Cross-sell banking products such as:
- Fixed Deposits (FD)
- Credit Cards
- Debit Cards
- Mutual Funds
- Insurance
- Personal Loans and other retail loans
- Promote Mobile Banking and Net Banking activation.
- Ensure complete KYC verification and documentation.
- Maintain daily sales reports and lead pipeline.
- Coordinate with branch teams for timely account activation.
- Achieve monthly acquisition and sales targets.
Required Skills
Technical Skills
- CASA Sales
- Retail Banking Sales
- Customer Acquisition
- Field Sales
- Lead Generation
- KYC Documentation
- Banking Product Knowledge
- MS Office Basics
Soft Skills
- Strong Communication Skills
- Convincing Ability
- Sales Negotiation
- Customer Relationship Building
- Target-Oriented Approach
- Problem-Solving Skills
- Teamwork
- Time Management
Preferred Certifications
Candidates having the following certifications will have an added advantage:
- NISM Certification (Mutual Funds)
- IRDA Certification (Insurance)
Salary Details
The selected candidates will receive an annual salary ranging from:
₹3.00 Lakhs to ₹4.25 Lakhs per annum
Additional Benefits
Depending on company policy, employees may receive:
- Attractive Performance Incentives
- Sales Incentives
- Annual Performance Bonus
- Provident Fund (PF)
- Employee Insurance
- Paid Leave
- Medical Benefits
- Career Growth Opportunities
- Internal Promotion Opportunities
- Training & Skill Development Programs
How to Apply
Follow these simple steps:
Step 1: Visit the official HDFC Bank Careers portal or the recruitment platform where the job is posted.
Step 2: Search for “Personal Banker Sales – Outbound Field Sales”.
Step 3: Read the complete job description and eligibility criteria.
Step 4: Click on Apply.
Step 5: Fill in your personal, educational, and work experience details.
Step 6: Upload your updated resume.
Step 7: Submit the application and wait for further communication from the recruitment team.
Required Documents
Candidates should keep the following documents ready:
- Updated Resume/CV
- Passport-size Photograph
- Aadhaar Card or Valid Photo ID
- Graduation Certificate
- Academic Mark Sheets
- Experience Certificates
- Salary Slips (if applicable)
- PAN Card
- Address Proof
- Bank Account Details (if requested)
- NISM/IRDA Certificates (if available)
Other Important Details
Department: Sales & Business Development
Role Category: Retail & B2C Sales
Employment Type: Full-Time, Permanent
Industry: Banking
Work Mode: Field Sales
Target-Based Role: Yes
Travel Required: Yes, frequent local travel for customer acquisition.
Focus Area:
- New CASA Acquisition
- New-to-Bank Customers
- Cross-Selling Financial Products
- Field Customer Visits
Why Join HDFC Bank?
- Work with one of India’s leading private banks.
- Attractive salary with performance-based incentives.
- Excellent career growth and promotion opportunities.
- Professional training and skill development.
- Exposure to banking and financial product sales.
- Strong brand value and stable work environment.