Sales Manager

Hdfc Bank; Hyderabad; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

HDFC Bank in Hyderabad invites applications for a Preferred Relationship Manager in Retail Branch Banking. You will acquire high-net-worth clients under the Preferred programme, manage their portfolios and cross-sell banking products to enhance wallet share.

You will ensure high-quality service, maintain KYC standards, and coordinate with branch teams to grow revenue while meeting compliance and risk controls.

Qualifications

• Graduate with preferred postgraduate qualification.
• Certifications in AMFI/IRDA/NCFM are desirable.
• Strong communication and sales skills required to build relationships.

Responsabilités

• HNW portfolio management: acquire new customers meeting product criteria and maintain hygiene parameters.
• Cross-sell bank products based on customer needs to increase wallet share.
• Ensure KYC/AML compliance, accurate documentation, smooth portfolio transitions and excellent customer service.

Connaissances

Sales & influencing skills

Banking product knowledge

Communication skills

Portfolio management

Formation

Graduation

Post-Graduation

Outils

AMFI Certification

IRDA Certification

NCFM Certification

Description du poste

Job Title

Preferred Relationship Manager

Location

Banjara hills ,Jubilee hills,Himayatnagar

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.

Skills

Refer to the Job Description