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RBB Personal Banker - Sales
RBB
Branch Sales Manager (BSM) or Branch Manager (non-BSM branch)
Outbound Sales, Individual Contributor
1
Outbound Sales resource responsible for sourcing Liability business from the market. Primary focus is acquiring New to Bank customers and fulfilling leads from Branch Staff and other verticals.
Acquire new Liability accounts from Resident/Non-Resident customers.
Generate leads via catchment working, cold calls, and referrals.
Participate in local marketing activities for business acquisition.
Ensure adherence to KYC/AML guidelines during account acquisition.
Provide Classic/Preferred/Imperia customers to the branch.
Ensure good customer experience and onboarding satisfaction.
Resolve complaints during onboarding within stipulated TAT.
Promote direct banking channels for customer utilization.
Fulfill CASA leads generated by all verticals for the branch.
Adhere to TAT guidelines to meet customer commitments.
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.
Manage Welcome Kits without custody delays.
Activate all accounts as per product definition by the next month.
Ensure accounts maintain required AMB.
Source premium accounts with quality focus.
Graduation required; Post-Graduation preferred.
NISM V-A Certification, IRDA Certification, GI Certification.
Sales and influencing skills, banking product knowledge, planning and organizing skills, communication skills, knowledge of competition and financial trends.
Customers, Branch Banking Team, CX Team, SET 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 1 - 5 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 Sales at HDFC Bank.
This role requires around 1 - 5 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.