Preferred Relationship Manager @ Raipur Chhattisgarh.

Immediate Required For Pref Relationship Manager.

Job Title-Preferred Relationship Manager

Job Location-Raipur & Ambikapur Location

Key Responsibilities-

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 rea