Kolkata (mass Drive)-21st Nov-branch Banking - Liabilities-unb Branch
- Hdfc Bank
- 3 - 8 years
- Kolkata
- 3 months ago
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Job Description
Role & responsibilities
For Tellers:
- Handle customer transactions: deposits, withdrawals, check cashing, and fund transfers.
- Maintain and balance cash drawer at the start and end of shifts.
- Verify customer identity and ensure compliance with banking regulations.
- Detect and report suspicious or fraudulent activities.
- Provide excellent customer service and resolve account-related queries.
- Promote bank products and assist with opening new accounts.
- Complete paperwork for transactions and reconcile daily records.
For WD:
- Act as the first point of contact for customers visiting the branch.
- Provide customer service and product information for banking products and services.
- Handle balance inquiries, transaction queries, and issue balance confirmation certificates.
- Assist in account opening (Current Account, Savings Account, Fixed Deposits).
- Cross-sell banking products and direct banking channels to walk-in customers.
- Generate referrals from walk-in customers and internal databases.
- Collect foreign currency cheques and manage related documentation.
- Ensure customer acquisition and deepening of existing relationships.
- Maintain compliance with banking norms and branch audit requirements.
For Relationship Managers: (PRM/Imperia RM)
- Manage and grow the portfolio of Classic / High Net Worth (HNI) clients.
- Cross-sell banking products like CASA, Insurance, Mutual Funds, Demat, Loans, etc.
- Provide financial advice and maintain long-term customer relationships.
- Ensure achievement of monthly revenue and balance growth targets.
- Maintain compliance and service quality standards.
Preferred candidate profile
- Graduate / Postgraduate
- Excellent communication and relationship-building skills
- Proven sales and customer-handling experience in retail banking
- Target-oriented with leadership qualities (for BSM role)
- Must have good knowledge of local market and customer behavior
Job Classification
Industry: BankingFunctional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Retail Banking SalesEmployement Type: Walk-insContact Details:
Company: Hdfc BankLocation(s): Kolkata
Keyskills: Portfolio Management Retail Liabilities Casa Relationship Manager Branch Banking HNI Cross Selling Portfolio Third Party Products Retail Branch Banking HNI Client Handling Wealth Management Casa Sales
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Hdfc Bank
At Axis Bank, we go much beyond addressing the financial needs of our customers. We give them reasons to strengthen their trust in us, at every step. This belief has paid us rich dividends, bringing with it steady growth, rapid expansion and an opportunity for you to propel your career further.\r\n\...
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