Retail Branch Banking - Preferred Relationship Manager

About the job

Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfoli

• oAcquire new customers who meet product criteri
• aRegular interaction with the customer to build rapport to understand and update the profile
• .Enhance the Overall value/book size of the portfoli
• oMaintain the overall quality / hygiene parameters of the portfoli
• oCross selling products of the bank based on the customer nee
• dJoint calls being done along with Supervisor as per defined proces
• sAdvisory services to be offered based on the requirement in coordination with PBG
• .Attrition control of customer
• sAchieving MTD and YTD Revenue Target

• s

Operations, Marketing & Proce

• ssesError free documentation for all account opening and all customer instructions (Stop payments, FD Closure,
• etc)Ensure KYC / AML norms are adhered to at all points of
• timeEnsure that 5-S norms are adhered to for individuals worksta

• tion

Increase in wallet

• 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 Imperia Cu

• stomerSales to family members and associates (all ne
• twork)Ensure that optimal levels of Income generating Product Group Holding (IPGH) is r
• eachedProduct Penetration & contributiontowards focused p

• roduct

Ensure that an optimal level of Income generating Product Group Holding (IPGH) is r

• eached.Enhance client's Customer To Group ( CTG
• ) levelCustomer
• ServiceEnsure quality customer service is delivered. All customer queries and complaints are being resolved with