Walk-in Drive PB Sale/Classic - Jind on 22 Sep'25

2 - 7 years

4 - 9 Lacs

Posted:Just now| Platform: Naukri logo

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Job Description


Greeting from HDFC Bank!!

Personal Banker Classic

Job Locations: Fatehabad

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

Job Name PA (Business Unit) : Personal Banker Classic

Job Title :

Business Unit (PA) :

Team :

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.

So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Job Responsibilities(JR)

Job Title

Business Unit

Reports to

Role Type

Key Responsibilities

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

  • Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets,

    Business Asssets, 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
  • Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience.
  • Conduct frequent field visits to engage with clients

    while ensuring touch base with each client at least once in 2 months

    and

    mandate of at least 6 joint visits in a month.

  • Monthly Revenue generation by overall value enhancement of existing customer base and generating new business by increasing the mapped portfolio size.
  • Collaborate with the

    branch team and cross vertical as well

    to achieve overall branch sales targets.

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

Interested candidates directly walk-in at Interview Venue : HDFC  Bank, SCO 202 203 HUDA MARKET OPP SP RESIDENCE JIND HARYANA

Date: 22-Sep-2025 (Monday)

Time 11:00 AM to 2:00 PM

Concern Person: Sachin Gupta (CH)

Referred by : Jaspreet Kaur

Warm Regards,

Jaspreet Kaur

Talent Acquisition Partner RBB

jaspreet.kaur79@hdfcbank.com

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Hdfc Bank

Banking

Mumbai Maharashtra

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