Personal Banker Classic

3 - 8 years

3 - 8 Lacs

Mumbai Suburbs, Navi Mumbai, Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Personal Banking Wealth Management HNI Sales Portfolio Management HNI Acquisition Banking Sales

Work Mode

Work from Office

Job Type

Full Time

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 - Ensure quality new acquisition on SA and CA for Resident/Non Resident - Penetration of Saving Accounts on non liability customers - Utilizing the sales resources (BDR/COEX) for optimal sales support - Penetration of FD to unique customers - Using Data-mine for cross-selling - Sales of various Credit Cards 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.

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Hdfc Bank
Hdfc Bank

Banking

Mumbai Maharashtra

10001 Employees

704 Jobs

    Key People

  • Sashidhar Jagdishan

    Managing Director & CEO
  • Kaizad Bharucha

    Executive Director

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