Retail Branch Banking - Preferred 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 & Proce - ssesError free documentation for all account opening and all customer instructions (Stop payments, FD Closure, - etc)Ensure KYC / AML norms are adhered to at all points of - timeEnsure that 5-S norms are adhered to for individuals worksta - tion 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 Cu - stomerSales to family members and associates (all ne - twork)Ensure that optimal levels of Income generating Product Group Holding (IPGH) is r - eachedProduct Penetration & contributiontowards focused p - roduct Ensure that an optimal level of Income generating Product Group Holding (IPGH) is r - eached.Enhance client's Customer To Group ( CTG - ) levelCustomer - ServiceEnsure quality customer service is delivered. All customer queries and complaints are being resolved with - in TAT.Customer is informed about any regulatory or process change. Keep the customer updated on program fe - atures.Ensure timely customer communication on requests and concerns - raised.Proactive complaint management through feedback from cus - tomers.Promoting all direct banking channels and ensuring that the customer is utilizing t - he 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 po rtfolio