Job Detail
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Job ID 1354
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Gender Male
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Qualifications Graduate
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Career Level Entry Level Positions
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Industry BFSI
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Job Profile Banking
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Experience 2 Years
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Offered Salary 55014
Job Description
Job Name: Personal Banker
Employment – Onroll
CTC – 5 Lacs _ Incentives
Location – Mumbai
Experience – Min 1 Year
Qualification – Graduate
Overall Goal :Is responsible for
– Acquisition of new Preferred customers
– Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers
– Deepening the size of the relationship
– Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers So that
– HDFC Bank is the primary banker for these Preferred relationships
– Maximum share of wallet of these customers is with HDFC Bank
Key Result / Responsibility Areas:
Sales:(Acquiring, Enhancing ,Deepening and Retention)
– Acquire new customers who meet product criteria and flag them on the system
o Referrals generated from existing customers
o Leads generated by branch staff & personal leads
o Databases
o Premier Acquisition Channel
– Increase liabilities size of relationship via:
o Balances in a/c’s of existing customer
o Acquire all related ids of the Primary id and send racing request on Webbased system/entry form to CPU for flagging and grouping
o Use FD maturity reports to track maturity of HDFC FDs and prevent outflow
o Use wallet profile to track FDs in other banks and divert them into HDFC on maturity
o Use wallet profile sheet to track accounts and products with other bank and transfer the same
o Know the customer’s business to proactively provide financial solutions Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
– Penetration of products across family groups.
– Sales across all product segments-TPP, Assets, Cards etc.
