Key Responsibilities:
- Acquire quality current Savings and Current Account customers through walkins, referrals and portfolio mining.
- Drive crossselling of key products like FDs, Demat, Bill Pay, Insurance, Mutual Funds and Credit Cards.
- Control customer attrition by regular engagement, monitoring large transactions and retaining possible attrite customers.
- Ensure activation of all newly opened SA/CA/LTD accounts and maintain required AMB.
- Manage Classic Portfolio customers, grouping family relationships and improving IPH and profitability.
- Meet monthly income, sales and product penetration targets across the portfolio.
- Promote and drive usage of digital channels like NetBanking, Mobile Banking and BillPay.
- Deliver highquality customer service, manage complaints and ensure resolution within TAT.
- Ensure errorfree documentation, strict KYC compliance and smooth handling of operational tasks (lockers, SI, Tatkal kits etc.).
- Maintain thorough CRMNext updation for all interactions, leads and call planning.

📌 Personal Banker Classic (Kolkata)
🏢 HDFC Bank
📍 Kolkata