Key Responsibility Areas : 6 – 8 Areas
Activities
HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
-
Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfoli
- o Acquire recent customers who meet product criteri
- a Regular interaction with the customer to build rapport to understand and update the profile
-. Enhance the Overall value/book size of the portfoli
- o Maintain the overall quality / hygiene parameters of the portfoli
- o Cross selling products of the bank based on the customer nee
- d Joint calls being done along with Supervisor as per defined proces
- s Advisory services to be offered based on the requirement in coordination with PBG
-. Attrition control of customer
- s Achieving MTD and YTD Revenue Target
- s
Operations, Marketing & Proce
- sses Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure,
- etc)Ensure KYC / AML norms are adhered to at all points of
- time Ensure that 5-S norms are adhered to for individuals worksta
- tion




Increase in wallet
- share
Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Cu
- stomer Sales to family members and associates (all ne
- twork)Ensure that optimal levels of Income generating Product Group Holding (IPGH) is r
- eached Product Penetration & contributiontowards focused p
- roduct
Ensure that an optimal level of Income generating Product Group Holding (IPGH) is r
- eached. Enhance client's Customer To Group ( CTG
- ) level Customer
- Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved with
- in TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program fe
- atures. Ensure timely customer communication on requests and concerns
- raised. Proactive complaint management through feedback from cus
- tome

📌 Retail branch banking (Jaipur)
🏢 HDFC Bank
📍 Jaipur