Manage Classic portfolio by acquiring recent customers, deepening relationships through cross-selling, and retaining customers by delivering exceptional service. Aim to become the primary banker for Classic relationships and maximize wallet share.
Key Responsibilities
- Sales
Ensure Sales responsibilities are completed.
- Managing Classic Portfolio
Manage benchmark customer numbers in the portfolio. Group customers with family members for enhanced relationships.
Achieve income-generating product benchmarks.
Enhance customer group profitability and wallet size.
Update CRM with detailed customer interactions.
- Customer Services
Deliver quality customer service and resolve complaints within TAT. Promote direct banking channels and assist customers.
Ensure timely account opening and customer communication.
Operations
- Maintain daily sales reports.
Ensure quality acquisition of savings and current accounts. Cross-sell products like Demat, Bill Pay, and Advisory.
Monitor large account movements and prevent attrition.
Promote third-party products like MF, Insurance, and Bonds.
Ensure error-free documentation for account opening and instructions.
- Adhere to KYC norms and maintain 5-S standards.
Manage locker operations and standing instructions. Update CRM for asset leads and weed-out database.
Education
Graduation required; Post-graduation preferred.
Role: Personal Banker
Industry Type: Banking
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
Experience required: Minimum 3 years
INTERVIEW DETAILS:-
Venue:- HDFC Bank, Zonal office, SL PLaza-2nd floor, Palarivattom, Ernakulam, land mark-opp. Palarivattom police station.
DATE:- October 8th 2026, Thursday
Time:- 10.30 AM to 1.00 PM
Contact Person:- Joseph Cheeran
📌 Walk in Drive-RBB-Personal Banker Classic (Kochi)
🏢 HDFC Bank
📍 Kochi
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