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.

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