Job Description
• Job Responsibilities
Actionables
HNW Portfolio Management
Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program
Acquire new customers who meet product criteria and flag them on the system
Regularly interact with the customer to build relationships and understand the profile
• Achieving MTD and YTD Revenue Targets
Enhance the value/book size of the given portfolio
Achieving Top Line targets for various products like LI, MF etc
• Liability products CASA, FX, Quickremit etc
Operations, Marketing & Processes
Monitoring Inward Remittances , FCY Chq Realization
Contact 15 unique customers daily for sales calls
Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
Update any Event Based Triggers (EBTs)
Update any portfolio client related process like LTR and any other such system as informed from time to time
Handling Service Request for program clients
Ensure certification of documentation required for opening and maintaining customer accounts
Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)
Increase in market 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 NRI Customer
Product Penetration & contribution towards focused product
Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached
• Enhance client's CTG level and Ensure that the Customer Group profitability is achieved
Customer Service
Customer Services: Ensure quality customer service is delivered
• All customer queries and complaints to be resolved the same day
• Ensure the customer is informed about any regulatory or process change
• Keep the customer updated on program features
• Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT
Actionables
HNW Portfolio Management
Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program
Acquire new customers who meet product criteria and flag them on the system
Regularly interact with the customer to build relationships and understand the profile
• Achieving MTD and YTD Revenue Targets
Enhance the value/book size of the given portfolio
Achieving Top Line targets for various products like LI, MF etc
• Liability products CASA, FX, Quickremit etc
Operations, Marketing & Processes
Monitoring Inward Remittances , FCY Chq Realization
Contact 15 unique customers daily for sales calls
Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
Update any Event Based Triggers (EBTs)
Update any portfolio client related process like LTR and any other such system as informed from time to time
Handling Service Request for program clients
Ensure certification of documentation required for opening and maintaining customer accounts
Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)
Increase in market 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 NRI Customer
Product Penetration & contribution towards focused product
Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached
• Enhance client's CTG level and Ensure that the Customer Group profitability is achieved
Customer Service
Customer Services: Ensure quality customer service is delivered
• All customer queries and complaints to be resolved the same day
• Ensure the customer is informed about any regulatory or process change
• Keep the customer updated on program features
• Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT
💡 Quick Summary
Seeking a career-building opportunity? The PERSONAL BANKER|NRI Apply position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
