| Job Title | Retail Branch Banking Preferred Relationship Manager |
|---|---|
| Category | Banking |
| Location | Bharuch, Ankleshwar, ZADESHWAR |
| Company | Hdfc Bank |
| Description | Job description Key Responsibilities: 1. Portfolio Management & Acquisition Identify and onboard eligible HNI customers from Classic/Preferred portfolios. Acquire new customers meeting Preferred Banking criteria and ensure profile updates through regular engagement. Deepen and enhance portfolio book size while maintaining hygiene and quality parameters. Drive revenue through effective relationship management and customer retention. 2. Cross-Sell & Wallet Share Growth Identify customer needs to offer suitable bank products and services. Cross-sell investment, insurance, and loan products, ensuring HDFC Bank is the customer's primary financial partner. Engage family members and associates to broaden customer networks. Drive optimal levels of Income Generating Product Group Holding (IPGH) and enhance Customer-to-Group (CTG) ratio. 3. Customer Service & Retention Deliver superior service, ensuring prompt resolution of queries and complaints within defined TATs. Maintain proactive communication on regulatory changes and service updates. Promote digital and direct banking channels to enhance convenience. Ensure smooth handover/takeover of portfolios and introduce customers to branch leadership for consistent service support. 4. Compliance & Operations Ensure error-free account opening, documentation, and adherence to KYC/AML norms. Maintain process hygiene and uphold 5-S standards at the workstation. Conduct joint calls with supervisors as per process and offer advisory services in coordination with PBG. 5. Revenue & Performance Management Achieve monthly and yearly revenue and cross-sell targets. Monitor attrition, identify potential exits, and take preventive measures. Maintain high-quality customer interactions to increase engagement and share of wallet.Role & responsibilities |
| Salary | Not Disclosed |
| Last Date | 2026-02-13 00:00:00 |
| Apply Link | Click Here |
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