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Role description
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Job Title
Personal Banker
Business Unit
Retail Branch Banking
Reporting To
Branch Head
Job Function and Role Type
Sales – Retail Banking
Version No
Position purpose
Oversee Classic portfolio by acquiring new clients, deepening relationships through cross-selling, and retaining clients by delivering exceptional service. Aim to become the primary banker for Classic relationships and maximize wallet share.
Key Responsibilities
Sales
Make sure Sales responsibilities are completed.
Overseeing Classic Portfolio
Oversee benchmark client numbers in the portfolio.
Group clients with family members for enhanced relationships.
Reach income-generating product benchmarks.
Enhance client group profitability and wallet size.
Update CRM with detailed client interactions.
Client Services
Deliver quality client service and resolve complaints within TAT.
Promote direct banking channels and assist clients.
Make sure timely account opening and client communication.
Operations
Sustain daily sales reports.
Make sure quality acquisition of savings and current accounts.
Cross-sell products like Demat, Bill Pay, and Advisory.
Monitor large account movements and prevent attrition.
Promote third-party products like MF, Insurance, and Bonds.
Make sure error-free documentation for account opening and instructions.
Adhere to KYC norms and sustain 5-S standards.
Oversee locker operations and standing instructions.
Update CRM for asset leads and weed-out database.
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, communication, knowledge of competition.
Major Stakeholders
Clients, Branch Banking Group, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.
Capabilities
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This opening is for the RBB-Personal Banker Classic position in Bhubaneswar.
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 RBB-Personal Banker Classic 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.