Gurgaon, South Delhi – – 29/10/2021

Salary – 12 to 15 LPA

Job Title

Imperia Relationship Manager

Company Profile

  • HDFC Retail Branch Banking
  • Sales & Portfolio Management

Job Profile & 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.
  • 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
  • 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
  • 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.
  • 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

Prefered Qualifications

  • Graduation
  • Post-Graduation
  • AMFI Certification
  • IRDA Certification
  • NCFM Certification (Optional)
  • CWM Certification

Desired Candidate Profile

  • Sales and Influencing Skills
  • Banking Product & Process Knowledge
  • NRI Product and Regulatory Knowledge
  • Planning and Organizing Skills
  • Good Communication skills

Additional Details

  • Knowledge of Competition & Current trends in financial Industry.
  • Exposure to Portfolio Management segment (Imperia)
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