Job Title

PB Demat

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

Job Function and Role Type

Sales, Individual Contributor, Moderate Travel

Version No

2.0

Job Purpose

Maintain customer Demat accounts and enhance bank business to achieve product excellence.

Key Responsibilities

Business Development

Open Demat, CASA, and FD accounts.

Provide product information to customers.

Generate business, cross-sell, and achieve sales targets.

Conduct database calling to cross-sell products.

Operational Activities

Ensure satisfactory audit in the Demat desk.

Authorize delivery instructions for transactions.

Handle dematerialization of shares.

Maintain all Demat-related registers.

Education:

Graduation required; Post-graduation preferred.

Certifications:

AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Key Competencies

Sales and influencing skills, banking product and process knowledge, planning and organizing skills, communication, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, Operations, NR Product Team, Insurance CAM, MF Fund Houses, HSL Personnel.

About HDFC Bank





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

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📌 RBB-PB-Demat (Mumbai)
🏢 HDFC Bank
📍 Mumbai