Job Description
Interview Date - 22-Nov-24
Timings - 10:00 AM to 2:00 PM
Venue - B-6/3, Block B6, HDFC BANK, Safdarjung Enclave, Opp. Deer Park, New Delhi-11002+
Job Name: Preferred Relationship Manager
Responsibilities:
• Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling products of the bank based on the customer need
• Advisory services to be offered based on the requirement in coordination with PBG
• 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 Preferred Customer
Job Name: Imperia Relationship Manager
Responsibilities:
• Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of therelationship by increasing the relationship size
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling products of the bank based on the customer need
• Advisory services to be offered based on the requirement in coordination with PBG
• 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 Preferred Customer
Job Name: Imperia Relationship Manager
Responsibilities:
• Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products
• Regular interaction with the customer to build rapport to understand and update the profile
• Acquisition of new customers who meet product criteria
• 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 Imperia Customer
• Promoting all direct banking channels and ensuring that the customer is utilizing the same
Job Name: Personal Banker Classic
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 Assets, 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.
Desired candidate profile
• Any Graduate / Post Graduate
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Knowledge of Competition & Current trends in financial Industry
• Excellent communication skills
Timings - 10:00 AM to 2:00 PM
Venue - B-6/3, Block B6, HDFC BANK, Safdarjung Enclave, Opp. Deer Park, New Delhi-11002+
Job Name: Preferred Relationship Manager
Responsibilities:
• Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling products of the bank based on the customer need
• Advisory services to be offered based on the requirement in coordination with PBG
• 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 Preferred Customer
Job Name: Imperia Relationship Manager
Responsibilities:
• Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of therelationship by increasing the relationship size
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling products of the bank based on the customer need
• Advisory services to be offered based on the requirement in coordination with PBG
• 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 Preferred Customer
Job Name: Imperia Relationship Manager
Responsibilities:
• Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products
• Regular interaction with the customer to build rapport to understand and update the profile
• Acquisition of new customers who meet product criteria
• 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 Imperia Customer
• Promoting all direct banking channels and ensuring that the customer is utilizing the same
Job Name: Personal Banker Classic
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 Assets, 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.
Desired candidate profile
• Any Graduate / Post Graduate
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Knowledge of Competition & Current trends in financial Industry
• Excellent communication skills
💡 Quick Summary
Seeking a career-building opportunity? The Walk|In drive for Retail Branch Banking | 22|Nov|24 | New position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
