Customer Acquisition & Sales
Contact customers (existing and new leads) via calls / digital channels.
Pitch and sell products like CASA (Current/Savings Accounts), Loans, Credit Cards, Insurance, Mutual Funds, etc.
Generate revenue by meeting assigned sales targets.
Relationship Management
Act as the Relationship Manager (RM) for a portfolio of customers.
Handle queries, complaints, and provide personalized financial solutions.
Ensure customer satisfaction and retention.
Digital / Virtual Engagement
Use phone banking, video KYC, WhatsApp banking, and email to serve clients.
Promote digital adoption (NetBanking, MobileBanking, UPI, etc.).
Compliance & Documentation
Adhere to RBI and bank’s internal compliance rules.
Ensure proper documentation for sales and account opening.
Team Coordination
Work closely with branch teams, product managers, and credit/operations teams.
Share customer feedback for product improvement.
Fixed salary + sales incentives / bonuses.
Medical & health insurance.
Provident Fund (PF), gratuity, paid leaves.
Employee banking benefits (loans at concessional rates, credit cards, etc.).
Training & career growth opportunities (can move into Relationship Manager, Senior RM, or Branch Sales Manager roles).
🏢 Company Name: HDFC Bank Ltd. 📘 Company Summary: HDFC Bank is one of India’s largest and most respected private sector banks. Established in 1994, it was among the first to receive approval from the Reserve Bank of India (RBI) to set up a pri... Read More