Hdfc Bank | Retail Branch Banking | Sales and Operations

Personal Banker-

- Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits.

- Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients.

Preferred RM-

- Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

- Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.

- Recommend tailored financial solutions, including investment strategies, asset allocation and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth.

Personal Banker Authorizer-

- Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

- Authorizing transactions related to personal banking services while also playing a role in promoting and selling relevant financial products.

- Monitoring and reviewing financial transactions initiated by personal bankers.