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Wealth-Specialist Strategic Investments

HDFC Bank — Mumbai, MUMBAI

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Experience 3 - 15 Years yrs
Age 21-35 yrs
Gender Both
Salary Not Disclosed LPA
Department Sales Loans
Product Loans

Job Description

Role description

Job Title

Teller Authorizer

 

Business Unit

Retail Branch Banking

 

Reporting To

Branch Manager

 

Job Function and Role Type

Branch Operations & Moderate Sales, Individual Contributor

 

Version No

2.0

 

Job Purpose

Ensure error-free operations by adhering to bank processes and supervising tellers. Deliver superior customer service and achieve profitability through cross-selling and customer engagement.

 

Key Responsibilities

Achieving Sales Objectives

Ensure Tellers generate sales references for liability products.

Generate leads for third-party products like MF/Insurance.

Promote saving accounts and Enet facilities for corporate clients.

Encourage customers to make the bank their primary banking partner.

Customer Services

Manage lobby, queues, and branch administration.

Ensure quality customer service and resolve complaints within TAT.

Promote direct banking channels and gather customer feedback.

Ensure staff adhere to dress code and grooming standards.

Operations

Authorize cash/transfer transactions and supervise teller counters.

Monitor large cash transactions and ensure KYC compliance.

Reconcile suspense accounts and maintain registers.

Process CBDT/Income Tax challans and US Visa fees efficiently.

Reporting and Maintenance

Report large cash transactions and FX within cutoff times.

Maintain records like Bulk Stock Register and Voucher Movement Register.

File UBS interface reports and monitor key movement registers.

Ensure proper filing of approvals and adherence to branch ops guidelines.

Staff Management

Train tellers on bank products and processes.

Monitor staff productivity and provide guidance.

Ensure regular classroom training for all tellers.

Education:

Graduate, Postgraduate preferred.

Certifications:

AMFI Certification, IRDA Certification, NCFM Certification (optional).

Key Competencies

Banking product knowledge, team management, sales and influencing skills, planning and organizing skills, communication skills.

Major Stakeholders

Customers, Branch Banking Team, Operations, NR Product Team, Insurance CAM, MF Fund Houses, HSL Personnel.

Skills

Sales, operations, financial, Banking, NBFC BFSI

Frequently Asked Questions

What are the eligibility criteria for the Wealth-Specialist Strategic Investments job at HDFC Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 3 - 15 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Wealth-Specialist Strategic Investments at HDFC Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Wealth-Specialist Strategic Investments at HDFC Bank.

Is prior experience required for this position?

This role requires around 3 - 15 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

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.

How do I apply for the Wealth-Specialist Strategic Investments role at HDFC Bank?

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.