Website HDFC Bank
Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Manage PB Performance for Income generation Driving the team for building effective relationship management with customers and guiding the team for revenue/income generation.
- Driving the team for achieving the defined business objective set Manage PB Performance for Portfolio Parameters Ensure that every Personal Banker is meeting the defined parameters of the portfolio Build on the liability balance s Every portfolio to have the required set of groups as per benchmark so as to build relationship with the customers.
- Make the family members part of the program by addition of groups.
- Maintain and track the no of eligible groups in the portfolio.
- By engaging with the customers with cross sell and convenience products Digital Penetration Enhancement of digital penetration in the portfolios under management with proper NB/MB activation Improve the stickiness of the customer by making the customers use bill pay facility of the bank.
- Penetrate into other digital products like Bill Pay, Smart-pay/ net-banking/mobile-banking Sales Process Contactibility -Ensure the PB calls the customers as per the calling plan and reaches out to all the customers at least once in a 4 months Daily triggers triggered are contacted timely by the PBs and business opportunities created.
- Ensure the Missed calls and birthday calls are made on time to customers to engage with the customers.
- Check and monitor the call attempts versus the proper connects and analyses the reason for non-contactable customers Supervisory Review-Review the customer transaction history, profile, interactions, APT and give proper recommendations to the PB for action in CRM next.
- Share feedback with the customers post the reviews are done.
- Check if the guidance given is being followed by the PBs.
- Profilers-Review that the PB updates the information which is sought with the customers during the conversation made .
- Team management skills
- Customers Service Skills
- Good communication skills
- Sales skills
- Banking Product & Process Knowledge
Company: HDFC Bank
Vacancy Type: Full Time
Job Functions: Management
Job Location: Ahmedabad, Gujarat, India
Application Deadline: N/A