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 prospects 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