HNW Portfolio Management

Identify existing branch customers who meet

Preferred program criteria and flag them on the

system to upgrade these customers under the

program

Acquire current customers who meet product criteria

and flag them on the system

Regularly interact with the customer to build

rapport and understand the profile.

Achieving MTD and YTD Revenue Targets

Enhance the value/book size of the given portfolio

Achieving Top Line targets for various products like

LI, MF etc.

Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq

Realization

Contact 15 unique customers daily for sales calls

Update CRM with Purpose of Call, Discussion

Happened, Outcome of call and next follow up

date

Update any Event Based Triggers (EBTs)

Update any portfolio client related process like LTR

etc

Handling Service Request for NR HNW clients

Ensure certification of documentation required for

opening and maintaining customer accounts

Follow all NR Desk related processes (like Day Plan,

Fee Plan and any other that may be notified from

time to time)

Increase in market 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 NRI Preferred Customer

Product Penetration & contribution

towards focused product

Product Group Holding (IPGH) is reached.Enhance





client's CTG level and Ensure that the Customer

Group profitability is achieved

Customer Service Customer Services: Ensure quality customer service is

delivered. All customer queries and complaints to be

resolved the same day. Ensure the customer is informed

about any regulatory or process change. Keep the

customer updated on program features.

Complaint Management: To ensure all queries and

complaints are resolved within the bank specified TAT.

Educational Qualifications Key Skills(examples listed below)

Graduation:

Post-Graduation:

Certifications:

AMFI Certification

IRDA Certification

NCFM Certification (Optional)

CAIIB (Optional)

Internal Certification (NR Modules)

Sales and Influencing Skills

Banking Product & Process Knowledge

NRI Product and Regulatory Knowledge

Planning and Organizing Skills

Communication

Knowledge of Competition & Current trends in

financial Industry.

Experience Required:

Minimum experience in years 3-4 yrs

Exposure to NRI segment (preferred)

Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for

discharging duties)

Customers

Branch Banking Team

Operations

NR Product Team

Treasury

HLIC

Insurance CAM

MF Fund houses personnel

HSL personnel

Notes(Any specifications apart from all mentioned above, to be communicated for the role)

📌 Walk-in || Preferred Relationship Manager (Bhiwadi)
🏢 HDFC Bank
📍 Bhiwadi