Job Description
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RBB-PBA-Service
HDFC Bank Ltd.
Kolkata, West Bengal
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7 hours agoFull–time
• Sales Maintain Daily Sales Report Monitoring of CH 106 and CH 126 calling Ensure quality new acquisition on SA and CA for Resident/Non Resident a.
• Depletion control Penetration of Saving Accounts on non liability customers Ensure that all staff are aware of the benefits that a customer would enjoy if they do not opt for DNC registration Calling on Large Value Attrition: a.
• Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained b.
• To impress upon customers to make us the primary bankers and ensure that all funds are retained.
• A/c Closure: To talk to all clients who have approached to close their accounts and ensure that genuine customers a/cs are retained.
• Managing and monitoring performance of the sales resources (BDR/COEX/Asset Coordinator) for optimal sales support Penetration of FD to unique customers Responsible for penetration and activation of credit cards a.
• Ensure that all sales staff pitch for enhancement of limits b.
• Promote active usage of credit cards Sales of Third Party Products to the customers a.
• MF/Insurance/RBI Bonds b.
• Ensure that requisite certifications are done (AMFI) Sales of Asset Products Disseminating product information to the customer and staff Enhancing customer wallet size a.
• Ensuring that customers make us their primary bank i.
• Knowing about where all the customer is currently banking and moving him to our Bank ii.
• Ensuring that customer scope is done and products targeted accordingly iii.
• Sales to family members and associates (all network) Attrition control of customers a.
• Includes persuading the customer to continue and if required renew FDs b.
• Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite c.
• Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio o By grouping them with their family members who already hold accounts with us o By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached o Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved o Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance
RBB-PBA-Service
HDFC Bank Ltd.
Kolkata, West Bengal
Apply on Jobrapido.com
7 hours agoFull–time
• Sales Maintain Daily Sales Report Monitoring of CH 106 and CH 126 calling Ensure quality new acquisition on SA and CA for Resident/Non Resident a.
• Depletion control Penetration of Saving Accounts on non liability customers Ensure that all staff are aware of the benefits that a customer would enjoy if they do not opt for DNC registration Calling on Large Value Attrition: a.
• Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained b.
• To impress upon customers to make us the primary bankers and ensure that all funds are retained.
• A/c Closure: To talk to all clients who have approached to close their accounts and ensure that genuine customers a/cs are retained.
• Managing and monitoring performance of the sales resources (BDR/COEX/Asset Coordinator) for optimal sales support Penetration of FD to unique customers Responsible for penetration and activation of credit cards a.
• Ensure that all sales staff pitch for enhancement of limits b.
• Promote active usage of credit cards Sales of Third Party Products to the customers a.
• MF/Insurance/RBI Bonds b.
• Ensure that requisite certifications are done (AMFI) Sales of Asset Products Disseminating product information to the customer and staff Enhancing customer wallet size a.
• Ensuring that customers make us their primary bank i.
• Knowing about where all the customer is currently banking and moving him to our Bank ii.
• Ensuring that customer scope is done and products targeted accordingly iii.
• Sales to family members and associates (all network) Attrition control of customers a.
• Includes persuading the customer to continue and if required renew FDs b.
• Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite c.
• Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio o By grouping them with their family members who already hold accounts with us o By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached o Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved o Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance
💡 Quick Summary
Seeking a career-building opportunity? The RBB|PBA|Service position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata 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.
