RBB-PB-Teller Authorisers

HDFC Bank; Jodhpur; Presencial; INR 600.000 - 1.200.000; Tempo integral

Resumo da vaga

HDFC Bank Limited in Rajasthan's Jodhpur branch seeks a High Net Worth Portfolio Manager within Retail Branch Banking to acquire and manage HNI customers under the Preferred programme, enhancing profitability through cross-selling and wallet share growth while delivering superior customer experience.

You will serve as the single point of contact for financial needs, ensuring KYC/AML compliance and smooth portfolio transitions.

Qualificações

• Graduation is required for the role.
• Post-Graduation is preferred to support relationship goals.
• AMFI Certification and IRDA Certification are desirable.

Responsabilidades

• Acquire new customers meeting product criteria and manage HNI portfolios.
• Cross-sell bank products to increase wallet share and revenue.
• Ensure error-free documentation and KYC/AML compliance.
• Deliver quality service and resolve customer queries within defined timelines.
• Promote direct banking channels and support portfolio transitions.

Conhecimentos

Sales

Cross-selling

Banking product knowledge

Planning and organizing

Communication

Formação

Graduation

Post-Graduation

Descrição da vaga

Job Function and Role Type

Sales & Portfolio Management, Individual Contributor, Moderate Travel

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

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