Verified Job
Accounting - Finance
Personal Banker Retail Branch Banking
Accounting - Finance
#278476
Remote / WFH
Job Description
Job Description
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
• Structured bundled offering of Products and Services to the customer within the defined time line
• Ensure quality new acquisition on SA and CA for Resident/Non-Resident
• Penetration of Saving Accounts on non liability customers
• Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it
• Utilizing the sales resources (BDR/COEX) for optimal sales support
• Penetration of FD to unique customers
• Using Data-mine for cross-selling
• Sales of Third Party Products to the customers Like MF/Insurance/RBI Bonds
• Sales of Asset Products
• Enhancing customer wallet size
• Managing Classic Portfolio: Ensure that the Customer Group profitability is achieved and Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above
• Achievement of income plans and other benchmarks within portfolio
• Customer services: Ensure quality customer service is delivered
• Operations: Ensure that 5-S norms are adhered to for individual workstation
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications:
• NISM V-A Certification
• IRDA Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certification
• GI certification
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.
Experience Required:
• Minimum experience in years – 3 Years
• Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
Benefits
D2 Grade and opportunity to earn around 10 Lac of Performance Linked Incentive.
Benefits like Gratuity, Subsidized loan for Home, Vehicle and Personal are additional benefits apart from Salary
About Client:
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is Indias largest private sector bank by assets and the worlds 10th largest bank by market capitalisation as of April 2021
Requirements
Educational Qualifications: Graduation/Post-Graduation Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification 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. Experience Required: Minimum experience in years – 2 Years Exposure to banking, Banca insurance, Wealth Management are encouraged 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
• Structured bundled offering of Products and Services to the customer within the defined time line
• Ensure quality new acquisition on SA and CA for Resident/Non-Resident
• Penetration of Saving Accounts on non liability customers
• Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it
• Utilizing the sales resources (BDR/COEX) for optimal sales support
• Penetration of FD to unique customers
• Using Data-mine for cross-selling
• Sales of Third Party Products to the customers Like MF/Insurance/RBI Bonds
• Sales of Asset Products
• Enhancing customer wallet size
• Managing Classic Portfolio: Ensure that the Customer Group profitability is achieved and Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above
• Achievement of income plans and other benchmarks within portfolio
• Customer services: Ensure quality customer service is delivered
• Operations: Ensure that 5-S norms are adhered to for individual workstation
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications:
• NISM V-A Certification
• IRDA Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certification
• GI certification
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.
Experience Required:
• Minimum experience in years – 3 Years
• Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
Benefits
D2 Grade and opportunity to earn around 10 Lac of Performance Linked Incentive.
Benefits like Gratuity, Subsidized loan for Home, Vehicle and Personal are additional benefits apart from Salary
About Client:
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is Indias largest private sector bank by assets and the worlds 10th largest bank by market capitalisation as of April 2021
Requirements
Educational Qualifications: Graduation/Post-Graduation Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification 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. Experience Required: Minimum experience in years – 2 Years Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
