WALK IN DRIVE_KAMALA MILLS Hdfc Bank

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.