RBB-PB-Teller Authorisers

HDFC Bank Limited; Bikaner; On-site; INR 600,000 - 900,000; Full time

Job summary

HDFC Bank Limited is seeking a Preferred Relationship Manager for the Retail Branch Banking unit. The role focuses on acquiring and managing HNI customers under the Preferred programme, driving portfolio growth, and enhancing wallet share through cross-selling.

You will be the one-point contact for financial needs, delivering superior customer experience and maintaining portfolio hygiene while meeting revenue targets. Strong knowledge of banking products and compliance is essential.

Qualifications

• Graduation is required; Post-Graduation preferred.
• AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Responsibilities

• HNW Portfolio Management: Acquire new customers meeting product criteria and enhance portfolio value.
• Operations, Marketing & Processes: Ensure error-free documentation, adherence to KYC/AML norms, identify cross-sell opportunities.
• Customer Service: Deliver quality service, resolve queries within TAT, manage complaints and promote direct banking channels.

Skills

Sales and influencing skills

Banking product knowledge

Planning and organizing

Good communication

Knowledge of competition and financial

Education

Graduation

Post-Graduation

Job 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

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.

Required Skills

Test