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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
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Job Purpose
Manage Classic portfolio by acquiring new customers, deepening relationships through cross-selling, and retaining customers by delivering exceptional service. Aim to become the primary banker for Classic relationships and maximize wallet share.
Key Responsibilities
Sales
Ensure Sales responsibilities are completed.
Managing Classic Portfolio
Manage benchmark customer numbers in the portfolio.
Group customers with family members for enhanced relationships.
Achieve income-generating product benchmarks.
Enhance customer group profitability and wallet size.
Update CRM with detailed customer interactions.
Customer Services
Deliver quality customer service and resolve complaints within TAT.
Promote direct banking channels and assist customers.
Ensure timely account opening and customer communication.
Operations
Maintain daily sales reports.
Ensure 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.
Ensure error-free documentation for account opening and instructions.
Adhere to KYC norms and maintain 5-S standards.
Manage 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 skills, banking product knowledge, planning and organizing, communication, knowledge of competition.
Major Stakeholders
Customers, Branch Banking Team, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.
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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.