Dear Candidate,

We have job opening for PB Sales, PB classic and Preferred RM for Ahmedabad location.

Role & responsibilities

Responsible for Classic portfolio management by acquisition of new 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.

Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite.

Includes persuading the customer to continue and if required renew FDs.

Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio

Acquire current customers who meet product criteria

Regular interaction with the customer to build rapport to understand and update the profile

Preferred candidate profile

Minimum experience 1 to 8 years

Exposure to Portfolio Management segment (Preferred)

If your interested please share resume on [email protected]

Subject line- Job name - area name in Ahmedabad.

Regards,

Krina Pandya

📌 Hiring: PB Sales, PB Classic & Preferred RM- Ahmedabad
🏢 HDFC Bank
📍 Ahmedabad