RBB-Preferred Relationship Manager

Hdfc Bank; Bharuch District, Ankleshwar, Vadodara; On-site; INR 550,000 - 850,000; Full time

Job summary

Hdfc Bank in India is seeking a Preferred Relationship Manager for Retail Branch Banking in Gujarat. You will acquire and manage HNI customers under the Preferred programme, aiming to grow portfolio value and wallet share while delivering superior customer experience.

Responsibilities include cross-selling bank products aligned with customer needs, ensuring compliance with KYC/AML norms, maintaining documentation quality, and achieving revenue targets.

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.

Skills

Sales & influencing skills

Banking product knowledge

Planning & 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

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.

Required Skills

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