RBB-Preferred Relationship Manager

HDFC Bank; Jaipur; On-site; INR 900,000 - 1,500,000; Full time

Job summary

HDFC Bank in Jaipur, India, is seeking a Sales & Portfolio Management professional to acquire and manage HNI customers under the Preferred programme. The role focuses on profitability through cross-selling and growing wallet share, serving as the single point of contact for financial needs and a superior customer experience.

You will manage an HNI portfolio, expand product penetration, and ensure strict compliance with KYC/AML norms while meeting revenue targets and maintaining relationship

Qualifications

• Graduation required; Post-Graduation preferred.
• AMFI Certification, IRDA Certification, NCFM Certification (Optional).
• Experience in selling financial products to HNI customers is preferred.

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.
• Deliver quality service and resolve queries within TAT.
• Promote direct banking channels and ensure smooth portfolio transitions.

Skills

Sales and influencing

Banking product knowledge

Planning and organizing

Communication skills

Knowledge of competition and financial

Education

Graduation

Post-Graduation

AMFI Certification

IRDA Certification

NCFM Certification

Job description

Job Function and Role Type

Sales & Portfolio Management, Individual Contributor, Moderate Travel

Role Description

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.

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.