HNW Welcome Desk(CCE)- Bangalore -Interview on 16th Jan'26 (Saturday)

1 - 4 years

3 - 5 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Greeting from HDFC Bank!!

We have urgent opportunity of Welcome Desk (CEE) based across Bangalore

Koramangala Main Branch

Note: Candidates having 1+ years experience in Branch Banking Operations need to apply.

Interested candidates directly walk-in at Interview Venue :

Interested candidates can directly walk-in at

Interview Venue : HDFC Bank, Koramangala Main Branch, Site No. 6B 20th Main 07th Block Koramangala Bangalore 560095 (Branch Code - 53)

Date: 16th January 2026 (Friday)

Time 03:00 PM 05:00 PM

Concern Person: Abhai Srivastava - HR

Job NamePA:

Job Title:

Business Unit (PA) :

Team :

Reports to (job) :

Location of role :

Job Fn :

Role Type:

Job Band Range :

Job Purpose

  • Servicing the managed (HNW) customer base at Branches

Job Responsibilities(JR)

Actionable

Responsibility Assigned

  • Attend and Service the requirements of all Managed Customers visiting at the Branch
  • Assist RMs in servicing the Managed Customer Base in their portfolios
  • Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behavior of Managed Customers
  • Liasoning with various departments to cater the service requirements of the client
  • Handling escalations of Managed Customers for their service requirements
  • Maintaining portfolio health i.e. Profile Updation , Re KYC completion , PAN and contact details updation
  • Ensure action on central triggers / customer service initiatives
  • Handle Clearing Referrals for Managed Customers
  • Assisting RMs with Form filling / completion of documentation for processing of Customer instructions including LC/ BG / Forex transaction documentation
  • Resolve Customer complaints received at Branch for Managed Customers.
  • Action on Band 1 and Band 2 Customer base
  • Migration of transactions to Digital Banking Channels i.e. Net Banking/ E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements etc as per customer profile / needs / preference
  • Contribute effectively to branch sales through inbound interactions / references / Lobby customers

Sales

  • Contribute effectively to branch sales through inbound interactions / references / Lobby customers

Educational Qualifications

Key Skills

  • Graduation/Post Graduatiom

Certifications:

  • NISM- VA
  • CAIIB (Optional)
  • Internal Certification (SAP Portal)
  • IRDA
  • POSP

  • Banking Product Knowledge
  • Planning and Organizing Skills
  • Interpersonal Skills
  • Sales and Influencing Skills
  • Communication
  • Knowledge of Competition

Experience Required

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

Major Stakeholders

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

Note: Candidates having 1+ years experience in Branch Banking Operations need to apply..

Interested candidates directly walk-in at Interview Venue :

Interested candidates can directly walk-in at

Interview Venue : HDFC Bank, Koramangala Main Branch, Site No. 6B 20th Main 07th Block Koramangala Bangalore 560095 (Branch Code - 53)

Date: 16th January 2026 (Friday)

Time 03:00 PM 05:00 PM

Concern Person: Abhai Srivastava - HR

Warm Regards,

Abhai Srivastava

Talent Acquisition Partner RBB South2

abhaikumar.srivastava@hdfcbank.com

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