18 Sep
|
HDFC Bank
|
Bagnan
Role & responsibilities :
Drive Customer Acquisition and Outbound Sourcing
Source current clients through proactive outreach, community networking, and field leads.
Open retail accounts including savings, current (CASA), and fixed deposits while completing initial paperwork.
Meet or exceed monthly sales goals for current accounts and financial product placements.
Manage and Deepen Client Relationships
Cross-sell financial solutions like credit cards, personal loans, and insurance based on individual client profiles.
Serve as the primary point of contact for day-to-day account inquiries and ongoing financial guidance.
Retain existing portfolios by delivering quality service and conducting periodic portfolio reviews
📌 Pb Sales Field Sales Bagnan
🏢 HDFC Bank
📍 Bagnan