Greeting from HDFC Bank

We have urgent opportunity of Personal Banker Classic based across Bangalore.

Job Locations: Bhopal & Jabalpur Near By.

Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply.

Job Name PA (Business Unit) : Personal Banker Classic

Job Title : Personal Banker

Business Unit (PA) : RBB

Team :) Retail Branch Banking

Reports to (job) : Branch Head

Job Fn : Sales Role Type: Individual Contributor

Job Purpose

Is responsible for Classic portfolio management by acquisition of recent Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.

So that

We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Job Responsibilities(JR)

Actionable

Sales
- Maintain Daily Sales Report




- CH 106 and CH 104 Calling
- Structured bundled offering of Products and Services to the customer within the defined time line
- Ensure quality new acquisition on SA and CA for Resident/Non Resident
- Walk Ins
- Portfolio
- Referrals
- Friends
- Associates
- Family members
- Attrition control
- Includes persuading the customer to continue and if required renew FDs
- Deepen by cross selling sticky products like Demat, Bill Pay, Advisory.
- Ensure quality of relationship while flagging. Should be capable of maintaining eligibility
- Regular customer contact to establish needs of the customer and opportunities to cross-sell
- Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite
- Ensure that the marketing analytics list on possible attrite, is called and retained
- Penetration of Saving Accounts on non liability customers
- Propagate the be

📌 Hiring For Personal Banker Classic (Jabalpur)
🏢 HDFC Bank
📍 Jabalpur