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3.9

based on 37.9k Reviews

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190 HDFC Bank Jobs

Preferred Relationship Manager - North Mumbai

5-10 years

₹ 8 - 17L/yr

Mumbai, Mumbai Suburban

5 vacancies

Preferred Relationship Manager - North Mumbai

HDFC Bank

posted 6hr ago

Job Description

Job Name - Preferred Relationship Manager-RBB

Location - North Mumbai - Borivali Kandivali Malad Goregaon


We have urgent opportunity of Preferred Relationship Manager based across North Mumbai.

Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply.


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 :

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

Experience Required:

  • Minimum experience in years 2 to 6
  • Exposure to Portfolio Management segment (Preferred equivalent)

Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply.



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. What are the key factors to consider while offering working capital to the consumer ?
Q2. What do you think about banking
Q3. How much integrity is important in banking
View all 11 questions

People are getting interviews at HDFC Bank through

(based on 1.4k HDFC Bank interviews)
Referral
Job Portal
Walkin
Company Website
Campus Placement
Recruitment Consultant
25%
23%
17%
9%
8%
4%
14% candidates got the interview through other sources.
High Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.

What people at HDFC Bank are saying

3.4
 Rating based on 161 Preferred Relationship Manager reviews

Likes

Good to learn and earn more

Dislikes

Here some internal politics very high

Read 161 reviews

Preferred Relationship Manager salary at HDFC Bank

reported by 917 employees
₹4.5 L/yr - ₹13.7 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 37.9k 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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