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Role description
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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
Position purpose
Outbound Sales resource tasked with sourcing Liability business from the market. Primary focus is acquiring New to Bank clients and fulfilling leads from Branch Staff and other verticals.
Key Responsibilities
Outbound Sales Sourcing
Acquire new Liability accounts from Resident/Non-Resident clients.
Generate leads via catchment working, cold calls, and referrals.
Participate in local marketing activities for business acquisition.
Make sure adherence to KYC/AML guidelines during account acquisition.
Deliver Classic/Preferred/Imperia clients to the branch.
Client Services
Make sure good client experience and onboarding satisfaction.
Resolve complaints during onboarding within stipulated TAT.
Promote direct banking channels for client utilization.
Fulfillment of Leads
Fulfill CASA leads generated by all verticals for the branch.
Adhere to TAT guidelines to meet client 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
Oversee Welcome Kits without custody delays.
Activate all accounts as per product definition by the next month.
Make sure accounts sustain 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 capabilities, banking product knowledge, planning and organizing capabilities, communication capabilities, knowledge of competition and financial trends.
Major Stakeholders
Clients, Branch Banking Group, CX Group, SET Group, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.
Capabilities
Refer to the Job Description
This opening is for the CORPORATE DEALER-TAG position in Mumbai.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 3 - 7 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a CORPORATE DEALER-TAG at HDFC Bank.
This role requires around 3 - 7 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.