RBB-Preferred Relationship Manager

Job description

**Role Description** **Job Title** **Preferred Relationship Manager** **Business Unit** Retail Branch Banking **Reporting To** Branch Manager **Job Function and Role Type** Sales & Portfolio Management, Individual Contributor, Moderate Travel **Version No** **Job Purpose** Responsible for acquiring and managing HNI customers under the Preferred programme, enhancing relationship profitability through cross-selling, and increasing wallet share. Serve as a one-point contact for financial needs, ensuring superior customer experience and portfolio growth. **Key Responsibilities** **HNW Portfolio Management** Acquire new customers meeting product criteria. Enhance portfolio value and maintain hygiene parameters. Cross-sell bank products based on customer needs. Control attrition and achieve revenue targets. **Operations, Marketing & Processes** Ensure error-free documentation and adherence to KYC/AML norms. Identify cross-sell opportunities to increase wallet share. Enhance product penetration and income-generating product holdings. **Customer Service** Deliver quality service and resolve queries within TAT. Proactively manage complaints and ensure timely communication. Promote direct banking channels and ensure smooth portfolio transitions. **Education** Graduation required; Post-Graduation preferred. **Certifications** AMFI Certification, IRDA Certification, NCFM Certification (Optional). **Key Competencies** Sales and influencing skills, banking product knowledge, planning and organizing skills, good communication, knowledge of competition and financial trends. **Major Stakeholders** Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.