Role & responsibilities

PB Classic (Only Sales,No Ops): (required min 3 years of experience)

- Portfolio Management: Managing and growing a designated base of Classic customers.
- Sales & Cross-selling: Driving revenue through sales of products like insurance, loans, and investment products (MFs, bonds).
- Acquisition: Onboarding current Classic customers and acquiring family accounts to increase relationship value.
- Customer Service: Ensuring, fast, high-quality service, including handling inquiries, servicing requests, and proactive complaint resolution.
- Operations & Compliance: Adhering to KYC norms, completing documentation (account opening, KYC updates), and managing lobby/locker operations.
- Digital Adoption: Promoting direct banking channels (NetBanking/Mobile Banking) to customers

Preferred candidate profile

- Experience: Generally requires 3+ years of experience in sales and relationship management, preferably in retail branch banking.
- Skills: Strong communication, interpersonal skills, and a thorough understanding of banking products and customer profiling.

📌 Burdwan Drive-6th Aug
🏢 HDFC Bank
📍 Burdwan