Walk-in Drive-HDFC || Lajpat Nagar/Defence Colony || 8th Oct

HDFC Bank · New Delhi, Delhi · Refreshed 7 days ago

About this role

Vacancy for below roles Banking Experience Mandatory • Imperia RM- Minimum Exp. 8 yrs • Preferred RM- Minimum Exp. 5 yrs • PB Classic Exp. 3yrs • Teller/WD-Min Exp. 1yrs (Only Female hiring) Preferred profile: • 3 -11 years of experience in Banking • Full time graduation. • Knowledge of basic banking • Good Communication Skills • Cross selling of financial Products Roles and responsibilities- • Actively participate in Branch operations and sales equally to ensure Branch sales target are met. • 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. • Recommend tailored financial solutions ,including investment strategies, asset allocation, and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth. • 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. • Conduct frequent field visits to engage with clients while ensuring touch base with each client at least once in 2 months and mandate joint visits in

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