Job Description
Job Profile Job Description: Job ResponsibilitiesActionablesHNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand. Achieving MTD and YTD Revenue Targets Enhance the value/book of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Monitoring Inward Remittances, FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers EBTs Update any portfolio client related process like LTR and any other such system as informed from time to time Handling Service Request for program clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NRDesk related processes like Day Plan, Fee Plan and any other that be notified from time to time Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Customer Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding IPGH is reached. Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. SkillsSales and Influencing SkillsBanking Product & Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsCommunicationKnowledge of Competition & Current trends in financial Industry
💡 Quick Summary
Seeking a career-building opportunity? The Personal Banker|nri position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
