HDFC Bank Career Interviews – Direct Interviews in Banking Sector – HDFC Bank Jobs

Company Name: HDFC Bank

Job Role: Relationship Manager

Experience: 3 – 8 Years

Qualification: Any Graduate / Any Post Graduate

Job Type: Full Time

Job Location: New Delhi

Salary: Best in Industry

Job Description:

Job Description-PB Classic:

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

Job Description-PRM:

• Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.
• Review and access the clients portfolio, to align basis market condition and client objective.
• Cross selling & Up-selling of banking and third-party products to contribute to Branch overall targets.
• Generate leads through Catchment Working, Referrals and Working on the internal databases.
• Monthly revenue generation from various bank products viz. UFD, Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance. Credit Card, Demat, etc.

Job Description-IRM:

• Managing and increasing the portfolio of existing customers mapped & play a crucial role in building and nurturing relationships with our valued Imperia customers, high-net-worth individuals and families seeking personalized service and tailored financial solutions. Managing a minimum of 125 groups and book size greater than 40 Cr.
• Managing customer life cycle. Eg: Upgrading groups eligible for Imperia & racing Classic groups eligible for Preferred overall customer experience management.
• Deep focus on intricate wealth management, financial planning and specialized advisory services
• Tracking racing benchmark & Quality of Racing in Preferred, Program Eligibility criteria and Family banking & Key Product Penetration : Asset , Card and Investment.
• Monthly revenue generation from various bank products viz. FD, Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance. Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance

Job Description-Authorizer:

• Actively participate in Branch operations and sales equally to ensure Branch sales target are met.
• Authorizing transactions related to teller counter and personal banking services while also playing a role in promoting and selling relevant financial products.
• Monitoring and reviewing all branch transactions.
• Ensuring basic Hygiene Parameter like Customer Instruction FTNR, Demat FTNR, CASA Activation& depletion and CASA FTNR.
• Conduct thorough documentation review associated with transactions and ensure the same is complied with established standards and protocols.
• Aim for a prompt resolution for customer centric requests to enhance customer satisfaction.

Preferred Requirements:

• Any Graduate/Post Graduate
• Minimum 3 years of banking sales experience

Walk-in Details:

Walk-in Date: 2nd December 2024

Time: 11.00 AM – 2.00 PM

Venue Details:

HDFC Bank,
13-B Pusa Road, Bazar Marg,
Rajinder Nagar,
New Delhi.