- To Achieve over all business targets on volumes and profitability for the specific HCF customers.
- Achieve loan disbursement and asset portfolio budget set for the period under evaluation
- Achieve CASA and FD targets for the year
- Achieve revenue targets which will be mix of asset revenue, liability revenue and commission earnings and aim to maximize income.
- Cross sell of all products of the Bank and be the front face of the bank for all products.
- Focus on acquiring Salary relationship, key official and Dr accounts with help of respective support groups
- Call should be updated in the CRM systems as per guidelines for future reference and monitoring of accounts and also to assign tasks & leads to other departments.
- Should regularly engage with suppliers/ dealers/ branches for creating a funnel of cases
- Wallet share identification and scoping of all accounts existing and potential NTB customers
- Scope for possible product penetration and provide strategy on the specific accounts.




- All documentation formalities to be done for effective pre and post disbursement of facilities or banking products.
- Credit appraisal process to be done timely - Recommendation of Credit Limits
- To keep a check on the performance of accounts and overall portfolio.

Tracking of defferals/ PDDs and updation of all information as per RBI and credit regulations on the specific accounts. Management of deferrals/PDDs pre and post documentation formalities
- To manage limit renewals/ enhancements in a timely and compliant manner.
- To proactively engage with client for all banking products and ensure that the same are provided to clients satisfaction.
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Preferable understanding of healthcare services and business models
- Knowledge of Competition & Current trends in financial Industry.
- Flair for relationship management
- Aggressive approach with positive communication skills.

Scoping and planning abilities.

📌 Relationship Manager- Healthcare Finance (Kota)
🏢 HDFC Bank
📍 Kota