Relationship Manager

Hdfc Bank; Mohali, Chandigarh; On-site; INR 300,000 - 520,000; Full time

Job summary

HDFC Bank Limited in Mohali, India invites applications for a branch sales/officer role focused on acquiring liabilities and managing customer relationships. The incumbent will actively participate in branch operations and sales, generating leads and ensuring KYC/AML adherence while meeting monthly targets.

The ideal candidate has banking exposure and a track record of customer acquisition through referrals and internal databases, with willingness to engage in local marketing and field visits.

Qualifications

• Banking experience preferred.

Responsibilities

• Actively participate in Branch operations and sales to meet branch targets.
• Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment.
• Generate leads through Catchment Working, Referrals and internal databases.
• Participate in Local Marketing activities for Business Acquisition and to secure self-sourced accounts.
• Record grievances and provide solutions with maximum knowledge sharing.

Skills

Branch operations

Sales

Lead generation

KYC/AML

Customer service

Job description

Role & responsibilities

• Actively participate in Branch operations and sales equally to ensure Branch sales target are met.
• Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment.
• Generate leads through Catchment Working, Referrals and Working on the internal databases.
• Participate in Local Marketing promotional activities of the Branch for Business Acquisition and fully responsible to get Values in the Self sourced Accounts .
• Customers connect and visits per day while ensuring maximum knowledge sharing and understanding/recording the grievances with goal of providing solution.
• Adherence of KYC/AML in true spirit while acquisition of new accounts
• Optimum lead generation to ensure branch targets of lead conversion are met on monthly basis while also supporting the branch in physical visits to the customer/collection of documents.
• Monthly revenue generation from various bank products viz. UFD, Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance. Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance

Preferred candidate profile

preferably from banking background.