Personal Banker (PB) Sales

Role Overview:

Personal Banker Sales is a frontline acquisition and revenuedriven role responsible for sourcing new customers, crossselling bank products, and supporting branch business growth through consistent field and telecalling activities.

Key Responsibilities

- Acquire new CASA (Savings & Current Accounts) through field visits, branch walkins, and reference sourcing.
- Crosssell bank products: Credit Cards, FDs, RD, Insurance, Investments, Loans (based on need profiling).
- Maintain daily call logs, lead funnel, and track conversions.
- Conduct local market outreach, customer visits, and area mapping.
- Ensure KYC compliance, account activation, and documentation accuracy.
- Support branch in achieving monthly sales targets & revenue goals.
- Provide service recovery and ensure customer satisfaction for retention.




- Maintain relationship with mapped customers for repeat business & referrals.

Eligibility / Experience

- Minimum 15 years of experience in banking / BFSI sales.
- Graduation (any stream) is mandatory.
- Strong communication skills & targetoriented approach.
- Local candidates preferred.

Key Skills Required

- CASA acquisition
- Crossselling ability
- Communication & customer handling
- Market mapping & lead generation
- Basic banking knowledge
- Time management & reporting discipline

Performance Metrics (KPIs)

- Recent CASA acquisitions
- Product-per-customer (PPC)
- Cross-sell revenue
- Activation rate & portfolio build
- Lead conversion & adherence to daily activity standards

📌 Interview-27th Aug--Personal Banker Sales (AM) - Only Field Sales (Ranchi)
🏢 HDFC Bank
📍 Ranchi