Hdfc Bank - Preferred Relationship Manager - Thane & Navi Mumbai

HDFC Bank is hiring for Preferred and Imperia RM role - HNI client management - Thane & Navi Mumbai location.

Role & responsibilities

• Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.
• To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
• Acquire new customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling products of the bank based on the customer need
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the requirement in coordination with PBG.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
• Ensure KYC / AML norms are adhered to at all points of time
• Ensure that 5-S norms are adhered to for individuals workstation