Walk-in | Relationship Manager

HDFC Bank Limited; Mohali, Kharar, Chandigarh; On-site; INR 350,000 - 550,000; Full time

Job summary

HDFC Bank Limited in Mohali is seeking a Branch Sales Executive to drive operations and sales at the branch. You will promote current and savings accounts, life insurance, mutual funds, fixed deposits, cards and other banking products to meet targets.

You will cross-sell to existing and new clients, handle inquiries promptly, and conduct regular field visits to maintain strong client relationships and grow the portfolio.

Qualifications

• Preferable from banking.

Responsibilities

• Actively participate in Branch operations and sales equally to ensure Branch sales targets 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 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 a 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.

Job description

Role & 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 Asssets, DSHL, Credit CardsMutual 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.

Preferred candidate profile

preferable from banking.