Durgesh Sachdeva

Experience

1. Deputy Manager

   HDFC Bank Limited

   Jan 2025 — Present · Bikaner, IN

   generating Product Group Holding (IPH) is reached.Ensure that within each customer group a minimum number of stipulated Income Generating products are sold,Ensure that the Customer in Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above.Enhance Values within each of the customer groupsProactively raising the eligible customers to the classic portfolio within the prescribed product product programme.Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH / PBA(Pre call planning and post call review.Ensure that income plans for the month and year are duly met across productsEnsure that the benchmark sales per month is met Usage of net banking / Mobile banking, Billpay, RDFD penetration benchmark to be met CEP to be met as per cycle.Ensure quality customer service is delivered Recording complaints as per the specified process.Resolving all complaints received (self, branch, other units) within the stipulated TATs.Ensure appropriate customer communication on closures & copy of that to be filed.Asking for feedback from customers, who may not be complaining.Promoting all direct banking channels and ensuring that the customer is utilizing the same.Check back on recent customers registered to DBC channel and give any specific help required.Responsibility of opening the customer account within the TAT.Ensure certification of documentation required for opening and maintaining customer accountsEnsure KYC norms are adhered to at all points of time.Opening of accounts under smart account mode.