Responsible for including HNI customers into the Imperia program 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/c’s, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia 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.
Job Responsibilities:
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
Increase in wallet share
Product Penetration & contribution towards focused product
Customer Service
Key Skills:
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Positive Communication skills
Knowledge of Competition & Current trends in the financial Industry.
Experience Required:
Minimum experience in years – 4 to 10 yr
Exposure to banking preferable
Benefits
E3-E4 Grade and opportunity to earn around 36 Lac of Performance Linked Incentive.
Advantages like Gratuity, Subsidized loan for Home, Vehicle and Personal are additional benefits apart from Salary
About Client:
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and the world's 10th largest bank by market capitalization as of April 2021