Relationship Manager

Flying Collars Solutions

Key Responsibility Areas : 6 – 8 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

individuals 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.

 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

• Experience

  5 - 11 Years

• No. of Openings

  4

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office