RBB-PB-Teller Authorisers

Hdfc Bank; Udaipur District; On-site; INR 600,000 - 900,000; Full time

Job summary

HDFC Bank is seeking a Preferred Relationship Manager in the Retail Branch Banking unit to acquire and manage high-net-worth customers under the Preferred programme, driving portfolio growth and profitability.

The role emphasizes cross-selling, superior service, and adherence to KYC/AML norms across a dynamic banking environment.

Qualifications

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

Responsibilities

• 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.
• 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.
• Deliver quality service and resolve queries within TAT.
• Proactively manage complaints and ensure timely communication.
• Promote direct banking channels and ensure smooth portfolio transitions.

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