Job Description
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Preferred Relationship Manager-Branch Banking-Rajasthan
M
Mintskill HR Solutions LLP
Jaipur, Rajasthan
Apply
12 hours ago₹12 a yearFull–time
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/c’s ,retaining and enhancing the relationship. The RM is also responsible for
acquiring new to Bank Imperia 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.
Job Responsibilities:
• 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: 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
• Product Penetration & contribution towards focused product: Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. and Enhance clients Customer To Group ( CTG ) level
• Customer Service: Ensure quality
Preferred Relationship Manager-Branch Banking-Rajasthan
M
Mintskill HR Solutions LLP
Jaipur, Rajasthan
Apply
12 hours ago₹12 a yearFull–time
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/c’s ,retaining and enhancing the relationship. The RM is also responsible for
acquiring new to Bank Imperia 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.
Job Responsibilities:
• 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: 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
• Product Penetration & contribution towards focused product: Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. and Enhance clients Customer To Group ( CTG ) level
• Customer Service: Ensure quality
💡 Quick Summary
Seeking a career-building opportunity? The Preferred Relationship Manager|Branch Banking|Rajasthan 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.
