Job Title

Preferred Relationship Manager

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

Job Function and Role Type

Sales & Portfolio Management, Individual Contributor, Moderate Travel

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Job Purpose

Responsible for acquiring and managing HNI customers under the Preferred programme, enhancing relationship profitability through cross-selling, and increasing wallet share. Serve as a one-point contact for financial needs, ensuring superior customer experience and portfolio growth.

Key Responsibilities

HNW Portfolio Management

Acquire recent customers meeting product criteria.

Enhance portfolio value and maintain hygiene parameters.

Cross-sell bank products based on customer needs.

Control attrition and achieve revenue targets.

Operations, Marketing & Processes

Ensure error-free documentation and adherence to KYC/AML norms.

Identify cross-sell prospects to increase wallet share.





Enhance product penetration and income-generating product holdings.

Customer Service

Deliver quality service and resolve queries within TAT.

Proactively manage complaints and ensure timely communication.

Promote direct banking channels and ensure smooth portfolio transitions.

Education:

Graduation required; Post-Graduation preferred.

Certifications:

AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Key Competencies

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

Major Stakeholders

Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.

Required Skills

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📌 Rbb Preferred Relationship Manager West Bengal
🏢 HDFC Bank
📍 West Bengal