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