Role Description Job Title RBB Personal Banker
- Sales Business Unit RBB Reporting To Branch Sales Manager (BSM) or Branch Manager (non-BSM branch) Job Function and Role Type Outbound Sales, Individual Contributor Version No 1 Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market. Primary focus is acquiring New to Bank customers and fulfilling leads from Branch Staff and other verticals.

Key Responsibilities
Outbound Sales Sourcing Acquire new Liability accounts from Resident/Non-Resident customers. Generate leads via catchment working, cold calls, and referrals. Participate in local marketing activities for business acquisition. Ensure adherence to KYC/AML guidelines during account acquisition. Provide Classic/Preferred/Imperia Customers To The Branch. Customer Services Ensure valuable customer experience and onboarding satisfaction. Resolve complaints during onboarding within stipulated TAT. Promote direct banking channels for customer utilization.



Fulfillment of Leads Fulfill CASA leads generated by all verticals for the branch. Adhere to TAT guidelines to meet customer commitments. Cross-Sales Cross-sell retail assets like AL/PL/BL/HL/GL/CD/TWL. Cross-sell TPP products such as LI, MF, and Health Insurance. Promote credit cards, Demat accounts, and other products. Business Hygiene Manage Welcome Kits without custody delays. Activate all accounts as per product definition by the next month. Ensure accounts maintain required AMB. Source premium accounts with quality focus. Education Graduation required; Post-Graduation preferred. Certifications NISM V-A Certification, IRDA Certification, GI Certification. Key Competencies Sales and influencing skills, banking product knowledge, planning and organizing skills, communication skills, knowledge of competition and financial trends. Major Stakeholders Customers, Branch Banking Team, CX Team, SET Team, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.

📌 RBB-Personal Banker Sales (Rajkot)
🏢 HDFC Bank
📍 Rajkot