Job Description
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.
• 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 preferred 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 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
Job Type: Full-time
Salary: ₹454,562.76 - ₹1,871,371.01 per year
Schedule:
• Day shift
• Monday to Friday
• 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.
• 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 preferred 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 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
Job Type: Full-time
Salary: ₹454,562.76 - ₹1,871,371.01 per year
Schedule:
• Day shift
• Monday to Friday
💡 Quick Summary
Seeking a career-building opportunity? The Preferred Relationship Manager position is now open for candidates interested in the MIS Executive 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 MIS Executive is a plus.
