RBB-PB-Teller Authorisers

HDFC Bank; Raipur; On-site; INR 420,000 - 680,000; Full time

Job summary

HDFC Bank in Raipur seeks a Preferred Relationship Manager to acquire and manage HNI clients under the Preferred programme, driving portfolio growth and profitability.

You will cross-sell suitable bank products, act as a single point of contact for financial needs, and ensure exceptional customer experience while maintaining strict KYC/AML compliance.

Qualifications

• Graduation required; Post-Graduation preferred.
• AMFI, IRDA, NCFM certifications are optional.

Responsibilities

• Acquire and manage high-net-worth customers under the Preferred programme.
• Cross-sell bank products based on customer needs to enhance wallet share.
• Deliver superior service and resolve queries within defined timelines.
• Ensure compliance with KYC/AML norms and maintain documentation hygiene.

Skills

Sales & cross-selling

Relationship management

Client onboarding

Communication skills

Education

Graduation

Post-Graduation preferred

AMFI Certification

Job description

Role 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

Version No

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.