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Job Title
Customer Experience Executive - HNWs
Business Unit
Retail Branch Banking
Reporting To
Head RM / Branch Manager
Job Function and Role Type
Servicing, Individual Contributor
Version No
1.0
Job Purpose
Provide exceptional service to managed HNW customers at branches, ensuring portfolio health and customer satisfaction.
Key Responsibilities
Customer Service
Service requirements of all managed customers visiting the branch.
Assist RMs in servicing managed customer portfolios.
Resolve customer queries and service escalations.
Maintain portfolio health through profile updates and re-KYC completion.
Documentation Assistance
Assist RMs with form filling and documentation for customer instructions.
Support processing of LC, BG, and Forex transaction documentation.
Digital Banking Migration
Migrate transactions to digital channels like Net Banking, Mobile Banking, and Insta-Alerts.
Promote digital banking adoption based on customer preferences.
Sales Contribution
Contribute to branch sales through inbound interactions and customer references.
Engage lobby customers to generate sales opportunities.
Education:
Graduation/Post-Graduation.
Certifications:
NISM-VA, IRDA, POSP.
Key Competencies
Banking product knowledge, interpersonal skills, sales and influencing skills, communication, knowledge of competition.
Major Stakeholders
Customers, Branch Banking Team, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.
Refer to the Job Description
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0 - 1 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 RBB-Personal Banker Classic at HDFC Bank.
This role requires around 0 - 1 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.