HDHdfc Life
Hiring For PB Classic,PB Sales,CARM & BSM (C.G)
Korba ₹6-8 LPA Posted 19 Nov 2025
FULL TIME
Casa
Portfolio Management
Retail Banking
Branch Operations
HNI
+1 more
Job Description
Key Responsibilities:
- Customer Acquisition: Source and acquire CASA, Savings, and Current Account customers, including HNI clients.
- Relationship Management: Manage HNI portfolios, handle client queries, and strengthen customer relationships.
- Branch Operations Support: Assist in operational activities, ensure proper documentation, and maintain branch banking standards.
- Product Promotion: Cross-sell financial products such as Fixed Deposits and other retail banking offerings.
- Authorization & Compliance: Ensure transaction authorization, adherence to banking policies, and regulatory compliance.
- Portfolio Management: Monitor and manage assigned customer portfolios to enhance business growth and retention.
- Reporting: Maintain accurate records and provide updates on acquisition and portfolio performance.
