Personal Banker Sales - Bangalore - Interview drive on 04th March'25

Greeting from HDFC Bank!!

We have urgent opportunity of Personal Banker Sales based across Bangalore

Job Locations: Bangalore - Kariyaappa Road, Manipal County, BTM 04th Stage and Gottigere

Note: Candidates having 1+ years experience in Banking and Wealth Management need to apply.

Job Name PA (Business Unit) -Personal Banker Sales -RBB

Job Title : Personal Banker Sales

Business Unit (PA) : Retail Branch Banking

Job Fn : Sales & Portfolio Management Role Type: IC

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 :
• All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc
• Wholesale Assets
• TPP products LI / MF / Health Insurance etc
• Credit cards
• Demat -HSL
• 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

Educational Qualifications

Key Skills (examples listed below)

• Graduation:
• Post-Graduation:

Certifications:

• NISM V-A Certification
• IRDA Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certification
• GI certification

• Sales and Influencing Skills
• Banking Product & Process Knowledge
• NRI Product Knowledge
• Banking regulatory Knowledge
• Planning and Organizing Skills
• Communication Skills
• Knowledge of Competition & Current trends in financial Industry.

Experience Required

• Minimum experience in years 1 yr
• Exposure to banking preferable

Major Stakeholders

• Customers
• Branch Banking Team
• CX Team
• SET Team
• Operations
• Insurance CAM
• MF Fund houses personnel
• HSL personnel

Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details

Current CTC :

Expected CTC :

Current Location :

Preferred Location :

Notice Period to join :

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

Interested candidates directly walk-in at

HDFC Bank, Uma Admiralty, next to Anand Ashram, Bannerghatta Road, Bengaluru 560029 (Branch Code - 514)

Interview Drive Date: 04th March'25 (Tuesday)

Timing : 10:00 AM to 1200 PM

Concern Person : Abhai Srivastava (HR Team)

Warm Regards,

Abhai Srivastava

Talent Acquisition Partner RBB South2

abhaikumar.srivastava@hdfcbank.com