Personal Banker Sales- AM Grade

Sales & Relationship Management

- Acquire recent customers through field visits, branch walkins, and referrals.
- Use consultative selling to understand customer needs and pitch suitable banking products.
- Crosssell savings accounts, current accounts, deposits, loans, insurance, investments, and other retail products.
- Conduct regular customer followups to deepen relationships and improve wallet share.
- Meet monthly and quarterly sales targets consistently.
- Provide personalized assistance to customers visiting the branch.
- Handle customer queries, resolve issues, and ensure a smooth service experience.
- Assist customers with account opening, documentation, and product onboarding.
- Maintain confidentiality and secure handling of customer information.
- Work closely with branch staff, relationship managers, and product teams for leads and conversions.
- Refer customers to specialist teams for loans, wealth products, or insurance wherever relevant.
- Participate in branch sales activities, customer engagement drives, and campaigns.

📌 Personal Banker Sales - South Kolkata- Behala, Garia,Baruipur,Sonarpur
🏢 HDFC Bank
📍 Kolkata