Greeting from HDFC Bank

We have urgent opportunity of Preferred Relationship Manager based across Changodar

Job Locations: Ahmedabad

Note: Candidates having 5+ years experience in Banking Can apply.

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 current 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

Portfolio Management (Acquiring, Enhancing, Deepening and Retention)




- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
- Acquire new 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

Those who Are Interested in the Role Share Their CV On [email protected] &

[email protected]

While Sharing Resume Kindly Mention Your Interested Role & Location In Subject Line.

📌 Hdfc Bank || Preferred RM || Changodar (Ahmedabad)
🏢 HDFC Bank
📍 Ahmedabad