WALK IN DRIVE_KAMALA MILLS Hdfc Bank

Hdfc Bank; Thane; On-site; INR 600,000 - 900,000; Full time

Job summary

Hdfc Bank in Thane is seeking a results-driven sales professional to acquire and manage HNI, Preferred, and Retail Banking customers. You will drive sales of CASA, Investments, Insurance, Loans, and Wealth products, while building and deepening relationships to grow portfolio value and wallet share.

Success hinges on generating new business through referrals, cross-selling based on customer needs, and maintaining compliance with KYC/AML standards while achieving targets.

Qualifications

• Educational requirement: Any Graduate.
• Experience expectation: candidates with up to 8 years in Sales, Banking, Financial Services, Insurance, Fintech, Telecom, Retail or other customer-facing sales roles.
• Strong sales, customer acquisition, and portfolio management skills.

Responsibilities

• Acquire and manage HNI, Preferred, and Retail Banking customers.
• Drive sales of CASA, Investments, Insurance, Loans, and Wealth products.
• Build and deepen customer relationships to increase portfolio value and wallet share.
• Generate new business through customer acquisition, referrals, and relationship expansion.
• Cross-sell and upsell banking and financial products based on customer needs.
• Manage customer portfolios and ensure growth in liabilities and fee income.
• Provide financial solutions and advisory support to customers.
• Deliver superior customer experience and ensure timely resolution of queries.
• Achieve monthly, quarterly, and annual business targets.
• Maintain portfolio quality and monitor customer engagement activities.
• Ensure compliance with KYC, AML, audit, and regulatory requirements.
• Coordinate with internal teams for seamless customer servicing and product delivery.
• Track market opportunities and competitor activities to drive business growth.
• Strengthen customer retention through regular reviews and engagement.

Skills

Sales skills

Customer acquisition

Portfolio management

Relationship building

Communication skills

Education

Any Graduate

Job description

Role & responsibilities

• Acquire and manage HNI, Preferred, and Retail Banking customers.
• Drive sales of CASA, Investments, Insurance, Loans, and Wealth products.
• Build and deepen customer relationships to increase portfolio value and wallet share.
• Generate new business through customer acquisition, referrals, and relationship expansion.
• Cross-sell and upsell banking and financial products based on customer needs.
• Manage customer portfolios and ensure growth in liabilities and fee income.
• Provide financial solutions and advisory support to customers.
• Deliver superior customer experience and ensure timely resolution of queries.
• Achieve monthly, quarterly, and annual business targets.
• Maintain portfolio quality and monitor customer engagement activities.
• Ensure compliance with KYC, AML, audit, and regulatory requirements.
• Coordinate with internal teams for seamless customer servicing and product delivery.
• Track market opportunities and competitor activities to drive business growth.
• Strengthen customer retention through regular reviews and engagement.

Preferred candidate profile

• Education: Any Graduate
• Experience: candidates with up to 8 years of experience in Sales, Banking, Financial Services, Insurance, Fintech, Telecom, Retail or other customer-facing sales roles.
• Strong sales, customer acquisition, and portfolio management skills.