Salary250,000 - 500,000 INR (PA)
Job TypeFull Time
Job Location Chandigarh,India • Kanpur,Uttar Pradesh,India • Karnal,Haryana,India • Kolkata,West Bengal,India • Lucknow,Uttar Pradesh,India • Mumbai,Maharashtra,India • Navi Mumbai,Maharashtra,India • Patna,Bihar,India • Pune,Maharashtra,India


Banking Operations (SFDC)
0 to 3 Years
Financial Services / Banking / Broking / Forex / Investment
Functional Area
ITES / BPO / Operations / Customer Service / Telecalling
A Global bank, an established bank, get the best of both…
you are looking for a career that will provide you the excitement of working on local challenges with access to global expertise and best international practices join HDFC BANK
Embark on a journey to discover new opportunities and make a difference!
Business Unit – Retail Operations.
The key priorities for the Retail Bank are acquisition of new customers, ensuring we become the Primary Bank by meeting the financial needs of our customers.
Principal Account abilities of the Role:-
1.Acquire Customers
Acquire New to bank customers
2.Deepen Relationships
Manage a minimum of 250 customers of the branch who are defined as customers with relationship value greater than 3 lakes
Grow the CA-SA balances of this portfolio
Cross-sell various products depending on the need analysis of the customers. For eg Consumer finance loans, Business banking loans, Trade , Forex, Credit cards, 3-in -1 D mat/Trading Accounts, FES cards.
Acquire more customers from the same household
Provide best in class services to these customers
Ensure AMFI and IRDA certification and any other relevant certifications.
Ensure all customer instructions are executed the same day
Ensure 100% documentation of all transactions.
5.Branch Development
Conduct branch Insurance & Investment seminars to spread financial awareness.
6. Weightages
50% Income from CASA
10% Income from TD
40% Income from Assets and Wealth
Manage customers whose Relationship Value is greater than 3 Lacs
Educational Qualification
Relevant Experience
Previous experience in wealth management.
Personal Characteristics & Behaviors
Keen focus on driving the business
Work Locations
: Operation Manager
Employee Status
: Regular
Job Type
: Experienced/Fresher

Optimum Solution
Optimum Solution
T10, 3rd floor, Gem Plaza 66 Infantry Road, Bangalore - 560 001
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