RBB-Preferred Relationship Manager

HDFC Bank Limited; Jaipur; On-site; INR 700,000 - 1,000,000; Full time

Job summary

HDFC Bank Limited – Jaipur branch is seeking a Preferred Relationship Manager within Retail Branch Banking. The role focuses on acquiring and managing HNI customers under the Preferred programme, driving portfolio growth through cross-selling and optimizing wallet share.

You will be the single point of contact for financial needs, delivering superior customer experience and ensuring compliant, seamless service while coordinating with various teams to meet 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 wallet share.
• 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.

Skills

Sales skills

Banking product knowledge

Planning & organizing

Communication

Market knowledge

Education

Graduation

Post-graduation

Job description

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.
  • Increase 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 & 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.