Sales:(Acquiring, Enhancing ,Deepening and Retention)
Acquire new customers who meet product criteria and flag them on the system
o Referrals generated from existing customers
o Leads generated by branch staff & personal leads
o Databases
o Premier Acquisition Channel
Increase liabilities size of relationship via:
o Balances in a/cs of existing customer
o Acquire all related ids of the Primary id and send racing request on Web
based system/entry form to CPU for flagging and grouping
o Use FD maturity reports to track maturity of HDFC FDs and prevent
outflow
o Use wallet profile to track FDs in other banks and divert them into HDFC
on maturity
o Use wallet profile sheet to track accounts and products with other bank
and transfer the same
o Know the customers business to proactively provide financial solutions
Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal
sales support
Penetration of products across family groups.
Sales across all product segments-TPP, Assets, Cards etc. Portfolio Management
Identify existing/new customers who meet Preferred product criteria and flag
them on the system and upgrade these customers under the Preferred programme
in line with the Preferred grouping criteria
o Liaising with PB to flag eligible customers from Classic portfolio
o Identifying customers through Large Transaction reports (LTR)
o GMs or VPs of all Cat A companies and CSRM salary account companies
which meet programme criteria and have future potential
Ensure that individual customers are grouped and Customer To Group (CTG)
Ratio is maintained on the portfolio
o By grouping them with their family members who already hold accounts
with us
o By grouping them with their family members post selling liability
products to the family members, if they do not have banking relationship
with us
Ensure that optimal levels of Income generating Product Group Holding (IPGH)
is reached
o Ensure that within each customer gr
Experience : 4 - 7 Years
No. of Openings : 6
Education : Any Bachelor Degree
Role : Personal Banker
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India
4 - 7 Years
6 Openings
3.0-6.0 Lac/Yr
Mumbai 
Higher Boosting
Resume Highlighter
Verified Stamp
Resume Exposure
