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Job Title
PB Demat
Business Unit
Retail Branch Banking
Reporting To
Branch Manager
Job Function and Role Type
Sales, Individual Contributor, Moderate Travel
Version No
2.0
Job Purpose
Maintain customer Demat accounts and enhance bank business to achieve product excellence.
Key Responsibilities
Business Development
Open Demat, CASA, and FD accounts.
Provide product information to customers.
Generate business, cross-sell, and achieve sales targets.
Conduct database calling to cross-sell products.
Operational Activities
Ensure satisfactory audit in the Demat desk.
Authorize delivery instructions for transactions.
Handle dematerialization of shares.
Maintain all Demat-related registers.
Education:
Graduation required; Post-graduation preferred.
Certifications:
AMFI Certification, IRDA Certification, NCFM Certification (Optional).
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, Insurance CAM, MF Fund Houses, HSL Personnel.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 8 - 15 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-Preferred Relationship Manager at HDFC Bank.
This role requires around 8 - 15 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.