Verified Job
Accounting - Finance
Preferred Relationship ManagerRetail Branch Banking
Accounting - Finance
#202955
Remote / WFH
Job Description
Job Description
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/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 new 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: Ensure that 5-S norms are adhered to for individuals workstation
• Increase in wallet 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 Imperia Customer
• Product Penetration & contribution towards focused product: Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. and Enhance clients Customer To Group ( CTG ) level
• Customer Service: Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Key Skills
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• NRI Product and Regulatory Knowledge
• Planning and Organizing Skills
• Good Communication skills
• Knowledge of Competition & Current trends in financial Industry.
Experience Required
• Minimum experience in years – 4 to 10 yr
• Exposure to banking preferable
Benefits
E3 Grade and opportunity to earn around 20 Lac of Performance Linked Incentive.
Benefits 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 Indias largest private sector bank by assets and the worlds 10th largest bank by market capitalisation as of April 2021
Requirements
Educational Qualifications: Graduation/Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Key Skills: Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in financial Industry. Experience Required: Minimum experience in years – 4 to 10 yr Exposure to banking preferable
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/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 new 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: Ensure that 5-S norms are adhered to for individuals workstation
• Increase in wallet 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 Imperia Customer
• Product Penetration & contribution towards focused product: Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. and Enhance clients Customer To Group ( CTG ) level
• Customer Service: Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Key Skills
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• NRI Product and Regulatory Knowledge
• Planning and Organizing Skills
• Good Communication skills
• Knowledge of Competition & Current trends in financial Industry.
Experience Required
• Minimum experience in years – 4 to 10 yr
• Exposure to banking preferable
Benefits
E3 Grade and opportunity to earn around 20 Lac of Performance Linked Incentive.
Benefits 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 Indias largest private sector bank by assets and the worlds 10th largest bank by market capitalisation as of April 2021
Requirements
Educational Qualifications: Graduation/Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Key Skills: Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in financial Industry. Experience Required: Minimum experience in years – 4 to 10 yr Exposure to banking preferable
