Greeting from HDFC Bank

We have urgent opportunity of Preferred/Imperia Relationship Manager based across Ahmedabad

Job Locations: Ahmedabad

Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply.

Preferred/Imperia Relationship Manager-RBB

Business Unit (PA) : Retail Branch Banking

Team : Retail Branch Banking

Reports to (job) :Branch Manager/ Head Relation Banking

Job Fn : Sales & Portfolio Management

Job Purpose

Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships.

To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Key Responsibility Areas :

Activities





HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
- Acquire current 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
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the requirement in coordination with PBG.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Operations, Marketing & Processes
- Customer Service

Experience Required:
- Minimum experience in years 5 to 9
- Exposure to Portfolio Management segment (Preferred)

Those who Are Intere

📌 Preferred RM (Ahmedabad)
🏢 HDFC Bank
📍 Ahmedabad