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161 HDFC Bank Jobs

Preferred Relationship Manager

0-4 years

₹ 8 - 8.5L/yr

Kolhapur, Pune

5 vacancies

Preferred Relationship Manager

HDFC Bank

posted 1mon ago

Job Description

Greeting from HDFC Bank!!

We have urgent opportunity of Preferred Relationship Manager.


Job Locations: Pune, Kolhapur


Job Name PA (Business Unit) - Preferred Relationship Manager-RBB

Job Title : Preferred Relationship Manager

Business Unit (PA) : Retail Branch Banking

Team : Retail Branch Banking

Reports to (job) :Branch Manager/ Head Relation Banking

Job Fn : Sales & Portfolio Management Role Type: IC

Job Purpose

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 Preferred 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.

Key Responsibility Areas :


Activities

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)


  • 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

  • Operations, Marketing & Processes

  • 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 individual's workstation

  • Increase in wallet share

  • Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer
  • Sales to family members and associates (all network)
  • Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached

  • Product Penetration & contribution towards focused product

  • Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
  • Enhance client's Customer to Group (CTG) level

  • Customer Service

  • Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
  • The customer is informed about any regulatory or process change. Keep the customer updated on program features.
  • Ensure timely customer communication on requests and concerns raised.
  • Proactive complaint management through feedback from customers.
  • Promoting all direct banking channels and ensuring that the customer is utilizing the same
  • Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out
  • Ensure smooth transition of handover/takeover of the portfolio



Employment Type: Full Time, Permanent

Read full job description

HDFC Bank Interview Questions & Tips

Prepare for HDFC Bank Preferred Relationship Manager roles with real interview advice

Top HDFC Bank Preferred Relationship Manager Interview Questions

Q1. 1.WHAT IS SPECIAL OF UR HOME TOWN 2.Who is Main compitetor with us and which products...3.what is main business in your area and its functio ... read more
Q2. If a client comes to take a loan & he haven't got any type of documents with him (primary or secondary), how will you deal with him? &am ... read more
Q3. At this current situation , what is your view for overall economic market
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What people at HDFC Bank are saying

3.5
 Rating based on 168 Preferred Relationship Manager reviews

Likes

Good to learn and earn more

  • Skill development - Good
  • +3 more
Dislikes

Here some internal politics very high

Read 168 Preferred Relationship Manager reviews

Preferred Relationship Manager salary at HDFC Bank

reported by 897 employees
₹4.5 L/yr - ₹12.5 L/yr
At par with the average Preferred Relationship Manager Salary in India
View more details

What HDFC Bank employees are saying about work life

based on 40k employees
59%
44%
51%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

HDFC Bank Benefits

Job Training
Health Insurance
Soft Skill Training
Work From Home
Team Outings
Cafeteria +6 more
View more benefits

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