Greeting from HDFC Bank

We have urgent chance 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 recent 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 (India)
🏢 HDFC Bank
📍 India