Role - Personal Banker Classic

Location- Rathdhana Road, Patel Nagar Sonipat

Responsibilities :-

Is 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.

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

- 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 current acquisition on SA and CA for Resident/Non Resident

- Walk Ins
- Portfolio
- Referrals

- Manage the benchmark no. of customers in the portfolio
- Extend Classic benefits to customers basis identification in eligibility lists/ LTR
- Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio
- By grouping them with their family members who already hold accounts with us




- By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us
- Ensure that optimal levels of Income generating Product Group Holding (IPH) is reached
- Ensure that within each customer group a minimum number of stipulated Income Generating products are sold

- Ensure quality customer service is delivered
- Recording complaints as per the specified process
- Resolving all complaints received (self, branch, other units) within the stipulated TATs
- Ensure appropriate customer communication on closures & copy of that to be filed.

- Ensure certification of documentation required for opening and maintaining customer accounts
- Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
- Maintaining Tatkal kits as per laid down process

Preferred candidate profile who has portfolio handling experience and experience more than 3 years.

Also can share your Cv at [email protected]

subject line should be CV for PB Classic role

📌 Personal Banker Classic (Sonipat)
🏢 HDFC Bank
📍 Sonipat