PB SALES - Navrangpura & Gift City

HDFC Bank Limited; Gandhinagar; Vor Ort; INR 350.000 - 650.000; Vollzeit

Zusammenfassung

HDFC Bank Limited is seeking a dynamic sales-oriented candidate to drive savings and current account acquisitions and enhance wallet share across customer portfolios.

The role focuses on converting walk-ins, conducting market activities, and promoting digital banking solutions such as UPI, Net Banking and mobile banking to deliver a high-quality customer experience.

Qualifikationen

• Experience in sales or customer-facing banking roles preferred.
• Familiarity with KYC processes and CRM usage.
• Comfort with promoting digital banking channels to customers.

Aufgaben

• Acquire new savings and current account customers through walk-ins, field visits, referrals and local activities.
• Manage and grow customer portfolio by deepening relationships and increasing wallet share.
• Cross-sell products like fixed deposits, mutual funds, credit cards, insurance and loans.
• Convert branch walk-ins into new account openings and product sales.
• Conduct daily cold calls, lead generation, and follow-ups.
• Promote digital banking (UPI, Net Banking, Mobile Banking).
• Ensure accurate account opening documentation and KYC compliance.
• Maintain customer interactions and follow-ups in CRM.

Kenntnisse

Sales

Customer Service

Digital Banking

KYC

CRM

Tools

CRM software

Mobile & Internet Banking

Jobbeschreibung

Key Responsibilities

• Acquire new Savings Account and Current Account customers through walk-ins, field visits, referrals, and local market activities.
• Manage and grow customer portfolio by deepening relationships and increasing wallet share.
• Cross-sell products like Fixed Deposits, Recurring Deposits, Credit Cards, Insurance, Mutual Funds, and Retail Loans.
• Convert branch walk-ins into new account openings and product sales.
• Conduct daily cold calling, lead generation, prospecting, and follow-ups.
• Promote digital banking including UPI, Net Banking, and Mobile Banking.
• Ensure accurate account opening documentation and complete KYC compliance.
• Maintain customer interactions and follow-ups in CRM.

Sales Duties

• Achieve monthly targets for CASA acquisition and cross-sell.
• Conduct market visits, catchment area activities, and customer profiling.
• Improve activation, retention, and product-per-customer metrics.

Customer Service

• Handle customer queries and complaints within defined timelines.
• Assist with cheque book, passbook, digital setup and other service requests.
• Ensure high-quality customer experience and reduce account attrition.

Products to Promote

• Savings and Current Accounts
• Fixed and Recurring Deposits
• Credit Cards
• Insurance products
• Mutual Funds
• Retail Liability Sales