HD

Hiring For PB Classic,PB Sales,CARM & BSM (C.G)

Hdfc Life
Korba6-8 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.
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