Key Responsibilities:

- Sales
- Ensure Sales responsibilities are completed.
- Managing Classic Portfolio
- Manage benchmark customer numbers in the portfolio.
- Group customers with family members for enhanced relationships.
- Achieve income-generating product benchmarks.
- Enhance customer group profitability and wallet size.
- Update CRM with detailed customer interactions.
- Customer Services
- Deliver quality customer service and resolve complaints within TAT.
- Promote direct banking channels and assist customers.
- Ensure timely account opening and customer communication.
- Operations
- Maintain daily sales reports.
- Ensure quality acquisition of savings and current accounts.
- Cross-sell products like Demat, Bill Pay, and Advisory.
- Monitor large account movements and prevent attrition.
- Promote third-party products like MF, Insurance, and Bonds.
- Ensure error-free documentation for account opening and instructions.
- Adhere to KYC norms and maintain 5-S standards.
- Manage locker operations and standing instructions.
- Update CRM for asset leads and weed-out database.

📌 Personal Banker Sales & Classic II Nadia (West Bengal)
🏢 HDFC Bank
📍 West Bengal