Preferred Relationship Manager Jobs in Ambala - HDFC Bank Limited

Preferred Relationship ManagerWalkin
HDFC Bank Limited
Other Course
5 to 9 Years
600000 - 1000000
HDFC Bank Limited
Last Date 07 Mar 2020
This Job is Expired

HDFC Bank Limited - Job Details

Date of posting: 06 Mar 20
Overall Goal:

Is responsible for

  • Acquisition of new Preferred customers
  • Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers
  • Deepening the size of the relationship
  • Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

So that

  • HDFC Bank is the primary banker for these Preferred relationships
  • Maximum share of wallet of these customers is with HDFC Bank

Key Result / Responsibility Areas:

Sales:(Acquiring, Enhancing ,Deepening and Retention)

  • Acquire new customers who meet product criteria and flag them on the system

  • Increase liabilities size of relationship via:
  • Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
  • Penetration of products across family groups.
  • Sales across all product segments-TPP, Assets, Cards etc.
Portfolio Management

  • Identify existing/new customers who meet Preferred product criteria and flag them on the system and upgrade these customers under the Preferred programme in line with the Preferred grouping criteria
  • Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio
  • Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPGH) is reached
  • Ensure that the Customer Group profitability is achieved
  • Ensure that atleast one income product is sold to each Preferred group in the year
  • Regular contact is maintained with all portfolio customers such that 125 customers are contacted every month and entire portfolio is contacted atleast once every quarter
  • Customer interactions are duly updated on CCM/CRM Next
  • Profile changes (if any) are duly updated in CRA/CRM Next
  • Enhancing customer wallet size
  • Attrition control of customers

Customer Services

  • Ensure quality customer service is delivered
  • Disseminating required product information
  • Recording complaints as per the specified process
  • Resolving all complaints received from preferred customers within the stipulated TAT's
  • Preventive complaint management
  • Promoting all direct banking channels and ensuring that the customer is utilizing the same
Achievement of income plans and other benchmarks

  • Ensure that income plans for the month and year are duly met across products
  • Achieving of portfolio level benchmarks of CTG and IPH
  • Income product to be sold to each group of the portfolio in the year
  • Ensure that the benchmark sales per day is met

  • Ensure certification of documentation required for opening and maintaining customer accounts
  • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
  • Ensure that 5-S norms are adhered to for individuals workstation


  • Sales and Influencing Skills
  • Banking Product & Process Knowledge
  • Planning and Organizing Skills
  • Communication Skills
  • Knowledge of Competition & Current trends in financial Industry.


  • AMFI Certification
  • NCFM Certification (Optional)
  • CAIIB (Optional)
  • Internal Certification

PS : Contact person - Ms Gurjit Walia / Mr Shashi Mamar

Graduation Not Required, Any Graduate in Any Specialization
Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate Not Required, Any Doctorate in Any Specialization

Job Summary

Job Type : Full Time
Job Role : Others
Job Category : Others
Hiring Process : Walk - In
Who can apply : Experienced (5 to 9 Years)

About HDFC Bank Limited

HDFC Bank Limited
This Job is Expired

People who view this job also look for jobs with following keywords

Fully solved online mock placement papers with latest test pattern,count down timer,detail test analysis with answer and explanation is available at Power Placement Preparation:P3.
Start your preparation now with P3 and increase your success probabiltiy.

Active Jobs By Category

Need a Institute/Coaching Class?

IT Courses / Govt Exam Preparation

Higher Studies / Studies Abroad

Post an enquiry and get instant responses from institutes and best Coaching Classes in your city

HDFC Bank Limited recruiting Preferred Relationship Manager Experienced(5 to 9 Years) candidates candidates nearby Ambala.HDFC Bank Limited vacancies for Preferred Relationship Manager is recruited through Written-test, Face to Face Interview etc.
HDFC Bank Limited Company recruits a lot of Experienced(5 to 9 Years) candidates candidates every year based on the skills . The candidates with Other Course are selected to full fill the vacancies in Others job field. The candidates nearby Ambala can apply for Preferred Relationship Manager position in HDFC Bank Limited. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the HDFC Bank Limited recruitment, candidates are mostly chosen for the department of Others . To learn more about the current jobs and other details, it is better to go through official site of HDFC Bank Limited and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of HDFC Bank Limited and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in HDFC Bank Limited and near your city and get a secured career.