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, rapid, 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: Robust communication, interpersonal skills, and a thorough understanding of banking products and customer profiling.

📌 Burdwan Dr Th Aug (India)
🏢 HDFC Bank
📍 India