Retail Branch Banking - Imperia Relationship Manager

Job description

**Key Responsibility Areas : 6 – 8 Areas** **Activities** HNW Portfolio Management ( **Acquiring, Enhancing, Deepening and Retention)** - Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfoli - oAcquire new customers who meet product criteri - aRegular interaction with the customer to build rapport to understand and update the profile - .Enhance the Overall value/book size of the portfoli - oMaintain the overall quality / hygiene parameters of the portfoli - oCross selling products of the bank based on the customer nee - dJoint calls being done along with Supervisor as per defined proces - sAdvisory services to be offered based on the requirement in coordination with PBG - .Attrition control of customer - sAchieving MTD and YTD Revenue Target - s Operations, Marketing & Process - es Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, e - tc)Ensure KYC / AML norms are adhered to at all points of t - imeEnsure that 5-S norms are adhered to for individuals workstat - ion Increase in wallet s - hare 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 Cus - tomerSales to family members and associates (all net - work)Ensure that optimal levels of Income generating Product Group Holding (IPGH) is re - achedProduct Penetration & contributiontowards focused pr - oduct Ensure that an optimal level of Income generating Product Group Holding (IPGH) is re - ached.Enhance client's Customer To Group ( CTG ) - levelCustomer S - erviceEnsure quality customer service is delivered. All customer queries and complaints are being resolved withi - n TAT.Customer is informed about any regulatory or process change. Keep the customer updated on program fea - tures.Ensure timely customer communication on requests and concerns r - aised.Proactive complaint management through feedback from cust - omers.Promoting all direct banking channels and ensuring that the customer is utilizing th - e sameEnsuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM - is outEnsure smooth transition of handover/takeover of the por tfolio