Role & responsibilities

- Acquire and manage HNI, Preferred, and Retail Banking customers.
- Drive sales of CASA, Investments, Insurance, Loans, and Wealth products.
- Build and deepen customer relationships to increase portfolio value and wallet share.
- Generate recent business through customer acquisition, referrals, and relationship expansion.
- Cross-sell and upsell banking and financial products based on customer needs.
- Manage customer portfolios and ensure growth in liabilities and fee income.
- Provide financial solutions and advisory support to customers.
- Deliver superior customer experience and ensure timely resolution of queries.
- Achieve monthly, quarterly, and annual business targets.
- Maintain portfolio quality and monitor customer engagement activities.
- Ensure compliance with KYC, AML,



audit, and regulatory requirements.
- Coordinate with internal teams for seamless customer servicing and product delivery.
- Track market opportunities and competitor activities to drive business growth.
- Strengthen customer retention through regular reviews and engagement.

Preferred candidate profile

- Education: Any Graduate
- Experience: candidates with up to 8 years of experience in Sales, Banking, Financial Services, Insurance, Fintech, Telecom, Retail or other customer-facing sales roles.
- Strong sales, customer acquisition, and portfolio management skills.

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🏢 HDFC Bank
📍 Mumbai