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