Preferred Relationship Manager Jobs in Ambala - HDFC Bank Limited

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:

• 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.

• 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

• 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

• 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

Competencies:

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

Certification:

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

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