Personal Banker-nri

1 week ago

Delhi, India Abacus Consultants Full time

**3 - 8 years**:
**Any Graduate**:
**NRI- Wealth**:
**6 ~ 8 LPA**:
**Job Purpose**

To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank

**Responsibilities**:
**Actionables**

HNW Portfolio Management
- Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program
- Acquire new customers who meet product criteria and flag them on the system
- Regularly interact with the customer to build relationships and understand the profile.
- Achieving MTD and YTD Revenue Targets
- Enhance the value/book size of the given portfolio
- Achieving Top Line targets for various products like LI, MF etc.
- Liability products - CASA, FX, Quickremit etc
- Operations, Marketing & Processes
- Monitoring Inward Remittances, FCY Chq Realization
- Contact 15 unique customers daily for sales calls
- Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
- Update any Event Based Triggers (EBTs)
- Update any portfolio client related process like LTR and any other such system as informed from time to time
- Handling Service Request for program clients
- Ensure certification of documentation required for opening and maintaining customer accounts
- Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)
- Increase in market share
- Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Customer
- Product Penetration & contribution towards focused product
- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
- Enhance client's CTG level and Ensure that the Customer Group profitability is achieved
- Customer Service
- Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT.

**Educational Qualifications**

**Key Skills**(examples listed below)
- Graduation:

- Post-Graduation:
Certifications:

- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- Internal Certification (NR Modules)
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry**.**

**Experience Required**:

- Minimum experience in years - 2 years
- Exposure to NRI segment (preferred)

**Major Stakeholders**
- Customers
- Branch Banking Team
- Operations
- NR Product Team
- Treasury
- HLIC
- Insurance CAM
- MF Fund houses personnel
- HSL

  • Closing manager

    3 weeks ago

    New Delhi, India NRI Nivesh Full time

    NRI Nivesh is an international exhibition and trade show focused on financial awareness and investment solutions for NRIs. Headquartered in Mumbai, it is led by financial professionals and bankers dedicated to providing global, client-first financial solutions for NRIs worldwide.A Real Estate Closing Manager would primarily be responsible for handling and...

  • Personal Banker

    1 week ago

    Delhi, India DBS Bank Full time

    Response Informatics is looking for Personal Banker. Experience-2-4yrs.Location- Hyderabad and Vizag(WFO)Role-Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.If interested send cv at #banking #personal banker

  • Personal Banker

    2 weeks ago

    Delhi, India DBS Bank Full time

    Response Informatics is looking for Personal Banker. Experience-2-4yrs. Location- Hyderabad and Vizag(WFO) Role-Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. If interested send cv at navneet@responseinformatics.com...

  • Personal Banker

    6 days ago

    Delhi, India The HR Gallery Full time

    URGENT OPENING - PERSONAL BANKER MIN EXP - 2 YEARS - 5YEARS (BFSI & BANKING DOMAIN) LOCATION - DELHI SALARY - UPTO 5LPA **Personal Banker - SALES Job Description - Key Responsibilities** - Aid customers in opening, managing, and optimizing their bank accounts and other products - Pursue leads and potential customers to expand services and products...

  • Personal Banker

    2 weeks ago

    Branch Banking>North>Uttar Pradesh>Delhi>Delhi >Delhi >Uttar Pradesh>>Greater Noida, India Equitas Small Finance Ltd Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Personal BankerThe Personal Banker position involves providing financial advice and services to customers, managing their accounts, and assisting with their banking needs. Responsibilities include building and maintaining customer relationships, promoting banking products, and ensuring customer satisfaction

  • Personal Banker

    2 weeks ago

    Branch Banking>North>Uttar Pradesh>Delhi>Delhi >Delhi >Uttar Pradesh>>Ghaziabad, India Equitas Small Finance Ltd Full time ₹ 4,80,000 - ₹ 7,20,000 per year

    Personal BankerThe Personal Banker will be responsible for providing financial services to customers, including opening new accounts, processing transactions, and offering advice on banking products and services. They will also be required to build and maintain customer relationships, identify customer needs, and cross-sell bank products and services

  • Personal Banker

    2 days ago

    Delhi, India The HR Gallery Full time

    **We have Urgent opening in a reputed bank** **If anyone is Interested please call me on this number - +91-XXXXXXXXXX **Job profile-Personal Banker Sales.** **Salary as per market standard..** **Job location-Delhi NCR** **Experience - 1 to 6 yrs** **Salary**: Up to ₹500,000.00 per year Schedule: - Day shift Ability to commute/relocate: - Delhi,...

  • Personal Banker

    1 day ago

    New Delhi, India DBS Bank Full time

    Response Informatics is looking for Personal Banker. Experience-2-4yrs. Location- Hyderabad and Vizag(WFO) Role-Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.If interested send cv at...

  • Personal Banker

    3 days ago

    New Delhi, India Response Informatics Full time

    Response Informatics is looking for Personal banker position(CASA)Location- Visakhapatnam(WFO),Experience-1-4yrs Job Duties and Responsibilities: · Acquiring new accounts (Current and Savings) from branch catchment area · Quality sourcing of salary accounts from corporates · Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase...

  • Personal Banker

    1 week ago

    Delhi, Delhi, India Barclays Full time

    Job Title : Personal Banker Location: Noida About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...