Role & responsibilities

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

- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
- Acquire recent customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling products of the bank based on the customer need
- Enhance client's Customer To Group ( CTG ) level
- Customer Service
- Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.




- Customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Ensure timely customer communication on requests and concerns raised.
- Proactive complaint management through feedback from customers.
- Promoting all direct banking channels and ensuring that the customer is utilizing the same
- Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out
- Ensure smooth transition of handover/takeover of the portfolio

📌 Preferred Relationship Manager (Sri Ganganagar)
🏢 HDFC Bank
📍 Sri Ganganagar