Hdfc Bank - RBB - Head Relationship Banking

Role & responsibilities

Acquisition of High new worth customers to the Bank

• Acquire new customers who meet product criteria through cross-referencing
• Ensuring timely onboarding of quality accounts in the HNW channel for the bank 
• Ensuring lowest depletion of the newly acquired accounts 
• Increase liabilities size of relationship via balances in accounts of existing customers

Managing the High Net worth customers of the Bank

• To Enhance & Retain customer profitability by capturing larger share of Wallet
• Ensuring the highest level of service to the customers in the branch
• Profiling Customers and Providing Financial planning & Investment Advise as per customers need
• To ensure maintenance of updated Relationship File

Mentoring the RMs in the branch

• To handle a team of 4 to 9 Preferred Relationship Manager
• Recruitment and training of Relationship Manager Team and Lead a result oriented team 
• Ensuring the RMs are trained and well equipped with data and products to handle and service the customers
• Ensuring the Relationship managers are meeting the right set of customers
• Ensuring joint calls with the relationship managers
• Complaints Handling for the RM Channel

Meeting Business Objectives

• Ensure clarity of Business objectives among staff
• Monitoring quality sales and processes in the Relationship Managers portfolio
• Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell
• Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets

Preferred candidate profile

Educational Qualifications

• Graduation
• Post-Graduation

Certifications:

• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
• CAIIB (Optional)

Key Skills

• Sales and Influencing Skills
• Banking Product & Process Knowledge
• NRI Product and Regulatory Knowledge
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial Industry.