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211 HDFC Bank Jobs

Retail Branch Banking- Personal Banker- Sales

1-3 years

₹ 3.5 - 6.15L/yr (AmbitionBox estimate)

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This is an estimate of the average salary range for this position. It has not been reviewed by the company, and the actual salary may differ.

Mumbai, Mumbai Suburban

3 vacancies

Retail Branch Banking- Personal Banker- Sales

HDFC Bank

posted 24d ago

Job Description

Job Name PA (Business Unit) : Retail Branch Banking

PERSONAL BANKER SALES

ASSISTANT MANAGER ONLY POSITION

BRANCH SALES PROFILE


Job Purpose

  • Outbound Sales resource responsible for sourcing Liability business from the market
  • Primary focus being acquiring New to Bank customers for the Bank
  • Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals
  • Along with Liability, staff is responsible for Cross sell of other products to customer.
  • Adhere to the KYC and AML guidelines of the Bank for Account Opening

Job Responsibilities (JR) Actionable


Outbound Sales Sourcing

  • Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment
  • Generate leads through Catchment Working, Cold Calls, Referrals,
  • Working on the internal databases. Work on Enabler for Business acquisition
  • Participate in Local Marketing promotional activities of the
  • Branch for Business Acquisition
  • Fully responsible to get Values in the Self sourced Accounts
  • Meet the defined productivity norms for Self-Sourcing and mentioned in PLP
  • Adherence of KYC/AML in true spirit while acquisition of new accounts
  • Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing
  • Utilizing the sales resources (BDR) for optimal sales support
  • Penetration of FD to unique customers

Customer services

  • Ensure good customer experience and onboarding satisfaction score
  • Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management
  • Promoting all direct banking channels and ensuring that the customer is utilizing the same

Fulfillment of Leads

  • Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management.
  • Adherence to the laid down TAT guidelines in order to meet the commitment made to customers.

Cross Sales

Apart from Liability , Cross sells of key products like : o All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc o Wholesale Assets o TPP products LI / MF / Health Insurance etc o Credit cards o Demat -HSL o Any other product as guided by Management

Business Hygiene

  • Welcome Kit Management by not keeping any kit in custody without recording at branch
  • Disseminating product information
  • Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB
  • Right and quality sourcing of customers in terms of premium account sourcing
  • Contribute to the business objectives of the Branch

Employment Type: Full Time, Permanent

Read full job description

HDFC Bank Interview Questions & Tips

Prepare for HDFC Bank Personal Banker roles with real interview advice

Top HDFC Bank Personal Banker Interview Questions

Q1. 1.WHAT IS SPECIAL OF UR HOME TOWN 2.Who is Main compitetor with us and which products...3.what is main business in your area and its functio ... read more
Q2. If a client comes to take a loan & he haven't got any type of documents with him (primary or secondary), how will you deal with him? &am ... read more
Q3. At this current situation , what is your view for overall economic market
View all 725 questions

What people at HDFC Bank are saying

3.4
 Rating based on 1.1k Personal Banker reviews

Likes

Management System Work culture Customer management system Opportunities to grow Employment facilities

  • Salary - Excellent
  • +5 more
Dislikes

Holidays not granted If your official Holidays is 9 days annually You'll get only 1 holiday annually

Read 1.1k Personal Banker reviews

Personal Banker salary at HDFC Bank

reported by 3.5k employees
₹0.9 L/yr - ₹8 L/yr
At par with the average Personal Banker Salary in India
View more details

What HDFC Bank employees are saying about work life

based on 39.7k employees
59%
44%
51%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

HDFC Bank Benefits

Job Training
Health Insurance
Soft Skill Training
Work From Home
Team Outings
Cafeteria +6 more
View more benefits

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HDFC Bank Mumbai Office Location

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Mumbai Office
Headquarter
HDFC Bank, Senapati Bapat Marg, Lower Parel Mumbai
400013

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