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Job Title
Personal Banker - NRI Business
Business Unit
NRI Business
Reporting To
Regional Head / PB Head
Job Function and Role Type
Sales, Individual Contributor
Version No
2.0
Job Purpose
Build and manage relationships with Classic program clients to ensure customer acquisition, retention, and income generation through sales of Assets, Liability, and Cash Management products.
Key Responsibilities
HNW Portfolio Management
Identify and upgrade branch customers meeting Classic program criteria; Acquire new customers meeting product criteria and flag them on the system; Enhance portfolio value and achieve revenue and top-line targets for products like LI, MF, CASA, FX, and Quickremit; Interact regularly with customers to build relationships and understand profiles; Product Group Holding (IPGH) Is Reached; Ensure optimal income-generating product group holding; Enhance client CTG levels and ensure customer satisfaction.
Product Group Holding (IPGH) is reached.
Group profitability is achieved
Deliver quality customer service by resolving queries and complaints within the same day; Inform customers of regulatory or process changes and update them on program features; Ensure all complaints are resolved within the bank-specified TAT.
Education:
Graduation required; Post-graduation preferred.
Certifications:
NRI Product and Regulatory Knowledge, AMFI Certification, IRDA Certification.
Key Competencies
Sales and influencing skills, banking product and process knowledge, planning and organizing skills, communication, knowledge of competition and financial trends.
Major Stakeholders
Customers, Branch Banking Team, Operations, NR Product Team, Treasury, HLIC, Insurance CAM, MF Fund Houses, HSL.
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.