Chat us
Call us
Role description
.docx_html_scope { font-family: 'Cambria', Calibri, Arial, sans-serif, Cambria !important; font-size: 11pt !important; }
.docx_html_scope p { margin-top: 0 !important; margin-bottom: 0 !important; overflow-wrap:anywhere !important; word-break: break-word !important; text-align: inherit !important; }
.docx_html_scope ul, .docx_html_scope ol { margin-top: 0 !important; margin-bottom: 12pt !important; padding-left: 24pt !important; }
.docx_html_scope li { margin-bottom: 6pt !important; overflow-wrap:anywhere !important; word-break: break-word !important; }
Job Title
Preferred Relationship Manager
Business Unit
Retail Branch Banking
Reporting To
Branch Manager
Job Function and Role Type
Sales & Portfolio Management, Individual Contributor, Moderate Travel
Version No
Position purpose
Tasked with acquiring and overseeing HNI clients under the Preferred programme, enhancing relationship profitability through cross-selling, and increasing wallet share. Serve as a one-point contact for financial needs, making sure superior client experience and portfolio growth.
Key Responsibilities
HNW Portfolio Management
Acquire new clients meeting product criteria.
Enhance portfolio value and sustain hygiene parameters.
Cross-sell bank products based on client needs.
Control attrition and reach revenue targets.
Operations, Marketing & Processes
Make sure error-free documentation and adherence to KYC/AML norms.
Identify cross-sell opportunities to increase wallet share.
Enhance product penetration and income-generating product holdings.
Client Service
Deliver quality service and resolve queries within TAT.
Proactively oversee complaints and make sure timely communication.
Promote direct banking channels and make sure smooth portfolio transitions.
Education:
Graduation required; Post-Graduation preferred.
Certifications:
AMFI Certification, IRDA Certification, NCFM Certification (Optional).
Key Competencies
Sales and influencing capabilities, banking product knowledge, planning and organizing capabilities, good communication, knowledge of competition and financial trends.
Major Stakeholders
Clients, Branch Banking Group, Operations, Product Group, Asset Group, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.
This opening is for the ME-Relationship Officer-Retail position in Coimbatore.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0 - 1 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a ME-Relationship Officer-Retail at HDFC Bank.
This role requires around 0 - 1 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.