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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
Job Purpose
Responsible for acquiring and managing HNI customers under the Preferred programme, enhancing relationship profitability through cross-selling, and increasing wallet share. Serve as a one-point contact for financial needs, ensuring superior customer experience and portfolio growth.
Key Responsibilities
HNW Portfolio Management
Acquire new customers meeting product criteria.
Enhance portfolio value and maintain hygiene parameters.
Cross-sell bank products based on customer needs.
Control attrition and achieve revenue targets.
Operations, Marketing & Processes
Ensure 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.
Customer Service
Deliver quality service and resolve queries within TAT.
Proactively manage complaints and ensure timely communication.
Promote direct banking channels and ensure smooth portfolio transitions.
Education:
Graduation required; Post-Graduation preferred.
Certifications:
AMFI Certification, IRDA Certification, NCFM Certification (Optional).
Key Competencies
Sales and influencing skills, banking product knowledge, planning and organizing skills, good communication, knowledge of competition and financial trends.
Major Stakeholders
Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.
Should have good knowledge on Relationship Managment with Third Party prodcuct knowledge.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0 - 3 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 Sales Officer-Retail Agri-SURU at HDFC Bank.
This role requires around 0 - 3 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.