RBB-Personal Banker Sales

Job Title

RBB Personal Banker - Sales

Business Unit

RBB

Reporting To

Branch Sales Manager (BSM) or Branch Manager (non-BSM branch)

Job Function and Role Type

Outbound Sales, Individual Contributor

Version No

1

Job Purpose

Outbound Sales resource responsible for sourcing Liability business from the market. Primary focus is acquiring New to Bank customers and fulfilling leads from Branch Staff and other verticals.

Key Responsibilities

Outbound Sales Sourcing

Acquire new Liability accounts from Resident/Non-Resident customers.

Generate leads via catchment working, cold calls, and referrals.

Participate in local marketing activities for business acquisition.

Ensure adherence to KYC/AML guidelines during account acquisition.

Provide Classic/Preferred/Imperia customers to the branch.

Customer Services

Ensure good customer experience and onboarding satisfaction.

Resolve complaints during onboarding within stipulated TAT.

Promote direct banking channels for customer utilization.

Fulfillment of Leads

Fulfill CASA leads generated by all verticals for the branch.

Adhere to TAT guidelines to meet customer commitments.

Cross-Sales

Cross-sell retail assets like AL/PL/BL/HL/GL/CD/TWL.

Cross-sell TPP products such as LI, MF, and Health Insurance.

Promote credit cards, Demat accounts, and other products.

Business Hygiene

Manage Welcome Kits without custody delays.

Activate all accounts as per product definition by the next month.

Ensure accounts maintain required AMB.

Source premium accounts with quality focus.

Education

Graduation required; Post-Graduation preferred.

Certifications

NISM V-A Certification, IRDA Certification, GI Certification.

Key Competencies

Sales and influencing skills, banking product knowledge, planning and organizing skills, communication skills, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, CX Team, SET Team, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.

Skills

Refer to the Job Description

About HDFC Bank

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HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

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