Verified Job
Accounting - Finance
Preferred Relationship ManagerBranch BankingRajasthan
Accounting - Finance
#310780
Remote / WFH
Job Description
Job Description
Overall Goal:
Responsible for meeting the branch targets set and that all guidelines and regulatory requirements are followed.
Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.
Responsible for managing, training and motivating staff.
Responsible to represent HDFC bank whenever required
Business Achievement and Development :
- Ensure proper scoping is done and target/niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams
- Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified :
a) Attain SB nos and values- meet number and value targets
b) Attain CA nos and values in the area- meet number and value targets
c) Cross sell FDs to the customers of the Bank and achieve number and value targets
d) There is higher penetration of FD on individual customers of the branch
e) Salary accounts and NR accounts targets are also met
- Ensure quality of sourcing is maintained and depletion rates are controlled.
- Ensure that Salary credits reach or exceed the expect Salary Credit targets
- Ensure that all managed portfolios (Preferred/Classic/Imperia, etc) are effectively managed through PB- s, RM- s, Imperia RM, IRM, Investment Advisors etc. and that set targets on each of the portfolios is reached.
- Also, BM has to ensure seamless servicing of PBG & BBG raced HNW customers in coordination with the respective PBG/BBG RM & Supervisors.
- Staff is made aware of the targets on the portfolio (Preferred/Classic/Imperia, etc), which includes Customer To Group Ratio and Income Generating Product Holding.
- Ensure that the High Networth individuals are persuaded to avail the private banking products and services (advisory, etc)
- Ensure that following customer and business reports are generated, reviewed and commitments met :
a) CRA
b) MARS
c) CCM Updated
- Ensure cross sell of De-Mat and HSL product and services.
- Ensure that there is cross sell to the customer on asset products as offered by the Bank.
- Ensure that the customers get credit cards and start using the same for all their transactions- credit card activation push.
- Ensure that cross sell targets on Third Party Products is met for the branch
- Ensure Staff are trained on product knowledge and requisite certifications
- Review Daily Sales Report of the staff and provide guidance on ways to improve on the same
- Penetration of Saving Accounts on non liability customers and that staff call on the marketing analytics list and take appropriate action
- Managing and monitoring performance of all the sales resources
Overall Goal:
Responsible for meeting the branch targets set and that all guidelines and regulatory requirements are followed.
Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.
Responsible for managing, training and motivating staff.
Responsible to represent HDFC bank whenever required
Business Achievement and Development :
- Ensure proper scoping is done and target/niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams
- Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified :
a) Attain SB nos and values- meet number and value targets
b) Attain CA nos and values in the area- meet number and value targets
c) Cross sell FDs to the customers of the Bank and achieve number and value targets
d) There is higher penetration of FD on individual customers of the branch
e) Salary accounts and NR accounts targets are also met
- Ensure quality of sourcing is maintained and depletion rates are controlled.
- Ensure that Salary credits reach or exceed the expect Salary Credit targets
- Ensure that all managed portfolios (Preferred/Classic/Imperia, etc) are effectively managed through PB- s, RM- s, Imperia RM, IRM, Investment Advisors etc. and that set targets on each of the portfolios is reached.
- Also, BM has to ensure seamless servicing of PBG & BBG raced HNW customers in coordination with the respective PBG/BBG RM & Supervisors.
- Staff is made aware of the targets on the portfolio (Preferred/Classic/Imperia, etc), which includes Customer To Group Ratio and Income Generating Product Holding.
- Ensure that the High Networth individuals are persuaded to avail the private banking products and services (advisory, etc)
- Ensure that following customer and business reports are generated, reviewed and commitments met :
a) CRA
b) MARS
c) CCM Updated
- Ensure cross sell of De-Mat and HSL product and services.
- Ensure that there is cross sell to the customer on asset products as offered by the Bank.
- Ensure that the customers get credit cards and start using the same for all their transactions- credit card activation push.
- Ensure that cross sell targets on Third Party Products is met for the branch
- Ensure Staff are trained on product knowledge and requisite certifications
- Review Daily Sales Report of the staff and provide guidance on ways to improve on the same
- Penetration of Saving Accounts on non liability customers and that staff call on the marketing analytics list and take appropriate action
- Managing and monitoring performance of all the sales resources
