Personal Banker Classic - Pune

Job Name - RBB - Personal Banker Classic

Location - Pune

Banking candidates with similar profiles apply looking for job change with golden opportunity to be a part of HDFC Bank

Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply.

Job Purpose :

Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.

Job Responsibilities :

- Maintain Daily Sales Report

- Ensure quality new acquisition on SA and CA for Resident/Non Resident

- Penetration of Saving Accounts on non liability customers

- Utilizing the sales resources (BDR/COEX) for optimal sales support

- Penetration of FD to unique customers

- Using Data-mine for cross-selling

- Sales of various Credit Cards

Key Skills :

- Sales and Influencing Skills

- Banking Product & Process Knowledge

- NRI Product and Regulatory Knowledge

- Planning and Organizing Skills

- Communication

- Knowledge of Competition & Current trends in financial Industry.