Job Description
Relationship Manager- Preferred & Imperia, Kolkata Relationship Manager- Preferred & Imperia, Kolkata
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Job Title: Relationship Manager- Preferred & Imperia, Kolkata
Education: Any Graduate
Skills:HNI Sales- current Account-Saving Account
CTC Range: 8 lkh ~ 12 lkh
Job Name – PA (Business Unit) - Preferred Relationship Manager-RBB
Job Title : Preferred Relationship Manager
Business Unit (PA) : Retail Branch Banking
Team : Retail Branch Banking
Reports to (job) :Branch Manager
Location of role :Pan India
Job Fn : Sales & Portfolio Management
Role Type: IC No of direct reportees: 0 Travel Required:Moderate
Job Band Range : E1 – E3 JD Created date: 12.0+.1++4 JD Updated date : 1 st Feb’1+
JD approved by (business) : Badri Vishal (Cluster Head) – D4 Version No : 2.0
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.
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
Classifi
cation -
Confide
ntial
Classifi
cation -
Confide
ntial
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
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
Educational Qualifications Key Skills(examples listed below)
Graduation
Post-Graduation
Certifications:
AMFI Certification
IRDA Certification
NCFM Certification (Optional)
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Good Communication skills
Knowledge of Competition & Current trends in
financial Industry
+0 Shares Share Tweet Pin Email Share
Job Title: Relationship Manager- Preferred & Imperia, Kolkata
Education: Any Graduate
Skills:HNI Sales- current Account-Saving Account
CTC Range: 8 lkh ~ 12 lkh
Job Name – PA (Business Unit) - Preferred Relationship Manager-RBB
Job Title : Preferred Relationship Manager
Business Unit (PA) : Retail Branch Banking
Team : Retail Branch Banking
Reports to (job) :Branch Manager
Location of role :Pan India
Job Fn : Sales & Portfolio Management
Role Type: IC No of direct reportees: 0 Travel Required:Moderate
Job Band Range : E1 – E3 JD Created date: 12.0+.1++4 JD Updated date : 1 st Feb’1+
JD approved by (business) : Badri Vishal (Cluster Head) – D4 Version No : 2.0
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.
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
Classifi
cation -
Confide
ntial
Classifi
cation -
Confide
ntial
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
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
Educational Qualifications Key Skills(examples listed below)
Graduation
Post-Graduation
Certifications:
AMFI Certification
IRDA Certification
NCFM Certification (Optional)
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Good Communication skills
Knowledge of Competition & Current trends in
financial Industry
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager| Preferred Imperia position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata, 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.
