Relationship Manager

To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank HNW Portfolio Management: Identify existing branch customers who require alternative investment avenue and onboard them these customers under suitable program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build rapport and understand the profile. To raise deposits and other liabilities from the customers. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Operations, Marketing & Processes: Monitoring Inward Remittances, FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market 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 NRI Preferred Customer Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service

Location: gandhinagar, IN

Posted Date: 6/28/2025