Rbb-rm Service

7 months ago

Bengaluru, India star4rall IT solutions Full time

**Job Title**:RBB-RM Service (Relationship Manager)**
**Location: Bangalore / Goa**
**Employment Type: Permanent role**
**Client: HDFC Bank**
**Experience: 6 - 8 years**
- _

Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c’s ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.

To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

**Key Responsibility Areas**:

- 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

**Operations, Marketing & Processes**:

- 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

**Increase in wallet 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 Imperia Customer
- Sales to family members and associates (all network)
- Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached

**Product Penetration & contribution towards focused product**:

- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
- Enhance client's Customer To Group ( CTG ) level

**Customer Service**:

- 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.
- Proactive complaint management through feedback from customers.
- 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

**Key Skills**:

- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Good Communication skills
- Knowledge of Competition & Current trends in financial Industry.

**Salary**: ₹500,000.00 - ₹800,000.00 per month

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Goa, Goa: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work (preferred)

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