RBB-PBA-Service Jobs in Palakkad at The HDFC Bank Limited

Last Updated: Jul 24, 2021 05:10 IST

JOB DETAILS

Company Name
The HDFC Bank Limited
Job title
RBB-PBA-Service
Education
Experience
4-5 Years
Salary
Not Mentioned

Job Profile


Job Description :
Sales Maintain Daily Sales Report Monitoring of CH 106 and CH 126 calling Ensure quality new acquisition on SA and CA for Resident/Non Residenta. Depletion control Penetration of Saving Accounts on non liability customers Ensure that all staff are aware of the benefits that a customer would enjoy if they do not opt for DNC registration Calling on Large Value Attrition: a. Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertainedb. To impress upon customers to make us the primary bankers and ensure that all funds are retained. A/c Closure: To talk to all clients who have approached to close their accounts and ensure that genuine customers a/cs are retained. Managing and monitoring performance of the sales resources (BDR/COEX/Asset Coordinator) for optimal sales support Penetration of FD to unique customers Responsible for penetration and activation of credit cardsa. Ensure that all sales staff pitch for enhancement of limitsb. Promote active usage of credit cards Sales of Third Party Products to the customersa. MF/Insurance/RBI Bondsb. Ensure that requisite certifications are done (AMFI) Sales of Asset Products Disseminating product information to the customer and staff Enhancing customer wallet a. Ensuring that customers make us their primary banki. Knowing about where all the customer is currently banking and moving him to our Bankii. Ensuring that customer scope is done and products targeted accordinglyiii. Sales to family members and associates (all network) Attrition control of customersa. Includes persuading the customer to continue and if required renew FDsb. Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attritec. Ensure that the marketing analytics list on possible attrite, is called and retainedManaging Classic Portfolio Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolioo By grouping them with their family members who already hold accounts with uso 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 reachedo Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achievedo Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRM at every stage of customer contact on the portfolioCustomer Services Lobby Managementa. Queue handling Branch Administration including house keeping, upkeep, etc Ensure quality customer service is delivereda. Manage irate customers if required or escalated Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATsa. Monitor all complaints received and ensure that staff are closing it within the TATb. Improve customer communication on closuresc. Check with customers if the process of complaint has been managed well Preventive complaint managementa. Asking for feedback from customers, who are not complainingb. Discussing with staff the importance of getting feedback from customers on a regular basis Promoting all direct banking channels and ensuring that the customer is utilizing the samea. Check back on recent customers registered to DBC channel and give any specific help requiredb. Monitor PB, PB-WD are selling aiding customers and are actively selling DBC services Responsibility of opening the customer account within the TAT.Ensure that all PBs are dressed as per the dress code & grooming standards.Operations As vault custodian is responsible for all related process checks Joint custodian for sys-admin and setup within the brancha. Ensure that password sharing does not happen Checking of all account opening forms and authorizing the same before it being sent to CPUa. Monitor CPU TATsb. Ensure certification of documentation required for opening and maintaining customer accountsc. Exceptionsd. Check Dummy a/c monitoring Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)a. Monitor and audit internally if this is being followed by all concerned sales staff Maintaining Tatkal kits as per laid down process Monitor lockers allocation and all other related operations Submission of daily e-schedule indicating the third party sales done Updation of LTS for the asset leads generateda. Monitor the same for all PBs Updation of weed-out database on the portal Authorise all PB transactions and ensure that proper process has been followed Check all finware reports and action the same (CH 123, CH 167, BA 001, CH 180, ST 044, ST 043, SM 108, etc) Monitoring branch stationery (other than security stationery) requirement and ensure that the same has been indented for. Ensure that Branch batch is closed within 3 hrs of closure of branch limit. Checking of deliverable tally register All death claims to be settled within 15 days of submission of all documents Interface Entries: To ensure that all interface entries are authorized within the TAT and no entry is left unauthorized. Instant Accounts: To ensure that all instant a/cs are activated within 48 hours of dispatchCorporate salary A/Cs to be sent to CPU only after thorough scrutiny of documents. To ensure that there are no discrepancy in these A/Cs so that there are no delay in activationMarketing Activities Ensure that the branch have banners, collaterals, pamphlets as per the merchandising manual Ensure that 5-S norms are adhered to for all workstation including selfStaff Management Ensure that all staff are adequately trained on the Products of the bank and sales process Ensure that all staff are trained on the process to be followed (including amendment with new circulars) Monitor Staff productivity and give guidance on improving the same in conjunction with the BM Ensure that all PBs are sent for class room training on a regular basisSkillsBanking Product KnowledgePlanning and Organizing SkillsTeam Management / Interpersonal SkillsSales and Influencing SkillsCommunication - Written and verbal bothKnowledge of CompetitionAwareness of Banking regulationsAwareness of TF & FX

Apply to More than 1000+ new jobs in your city

OTHER DETAILS

Key skills
RBB-PBA-Service
Industry
Banking/ Accounting/ Financial Services
Summary
Job Description : Sales Maintain Daily Sales Report Monitoring of CH 106 and CH 126 calling Ensure quality new acquisition on SA and CA for Resident/Non Residenta. Depletion control Penetration of Saving Accounts on non liability customers Ensure tha
Last Date
2021-08-01

Alert : FreshersLIVE Employees will not call any candidates towards Job Offer or Job assistance. FreshersLIVE will never charge any candidates for Jobs. Please be aware of fraudulent calls or emails. Please write to [email protected] for any assistance.
Disclaimer: This Job is auto-published from MonsterIndia. For any issues with above Job Posting, please contact MonsterIndia

Apply Various Job Roles on Fresherslive.com

Job Role Apply Link
Other Roles Other Roles Jobs 2021 (57272 Vacancies)
Anganwadi Worker Anganwadi Worker Jobs 2021 (50491 Vacancies)
Software Software Jobs 2021 (27671 Vacancies)
Trainee Trainee Jobs 2021 (25683 Vacancies)
Programmer Programmer Jobs 2021 (22714 Vacancies)
Trained Graduate Teacher Trained Graduate Teacher Jobs 2021 (14909 Vacancies)
Designer Designer Jobs 2021 (10376 Vacancies)
Application Engineer Application Engineer Jobs 2021 (9865 Vacancies)
Constable Constable Jobs 2021 (9847 Vacancies)
Sub Inspector Sub Inspector Jobs 2021 (9621 Vacancies)
Pre Primary Teacher Pre Primary Teacher Jobs 2021 (8393 Vacancies)
Customer Service Executive Customer Service Executive Jobs 2021 (7744 Vacancies)
Auxiliary Nurse Midwifery Auxiliary Nurse Midwifery Jobs 2021 (5000 Vacancies)
Medical Officer Medical Officer Jobs 2021 (4860 Vacancies)
Development Officer Development Officer Jobs 2021 (4396 Vacancies)
Assistant Assistant Jobs 2021 (4368 Vacancies)
Gramin Dak Sevak Gramin Dak Sevak Jobs 2021 (4368 Vacancies)
Specialist Specialist Jobs 2021 (3759 Vacancies)
Apprentice Apprentice Jobs 2021 (3607 Vacancies)
Business Development Manager Business Development Manager Jobs 2021 (3065 Vacancies)
View More Jobs By Role (1 lakh + vacancies)

Fresherslive.com has taken maximum steps to ensure that the job posting is genuine. This Job posting was made by the company/recruiter directly and exclusively on Fresherslive.com. If the recruiter is charging any Fees from the job seekers, please write to us at [email protected] / [email protected].