Hellowork Technologies Private Limited

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Job openings for personal banker in mumbai

Personal Banker Relationship Manager



Sales:(Acquiring, Enhancing ,Deepening and Retention)

Acquire new customers who meet product criteria and flag them on the system

o Referrals generated from existing customers

o Leads generated by branch staff & personal leads

o Databases

o Premier Acquisition Channel

Increase liabilities size of relationship via:

o Balances in a/c’s of existing customer

o Acquire all related ids of the Primary id and send racing request on Web

based system/entry form to CPU for flagging and grouping

o Use FD maturity reports to track maturity of HDFC FDs and prevent


o Use wallet profile to track FDs in other banks and divert them into HDFC

on maturity

o Use wallet profile sheet to track accounts and products with other bank

and transfer the same

o Know the customer’s business to proactively provide financial solutions

Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal

sales support

Penetration of products across family groups.

Sales across all product segments-TPP, Assets, Cards etc. Portfolio Management

Identify existing/new customers who meet Preferred product criteria and flag

them on the system and upgrade these customers under the Preferred programme

in line with the Preferred grouping criteria

o Liaising with PB to flag eligible customers from Classic portfolio

o Identifying customers through Large Transaction reports (LTR)

o GMs or VPs of all Cat A companies and CSRM salary account companies

which meet programme criteria and have future potential

Ensure that individual customers are grouped and Customer To Group (CTG)

Ratio is maintained on the portfolio

o By grouping them with their family members who already hold accounts

with us

o By grouping them with their family members post selling liability

products to the family members, if they do not have banking relationship

with us

Ensure that optimal levels of Income generating Product Group Holding (IPGH)

is reached

o Ensure that within each customer gr

Experience 4 - 7 Years
Salary 3 Lac To 6 Lac P.A.
Industry Accounting / Auditing / Taxation
Qualification Other Bachelor Degree
Key Skills Sales Tax sales Personal Banker walk in

About Company

Contact Person Amruta
Mobile 8208108474
Email ID amrutha.g@helloworktpl.com

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