Preferred Rm

8 hours ago

Kolkata West Bengal, India RiverForest Connections Private Limited Full time

**Job Purpose**
- Responsible for including HNI customers into the Imperia 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/cs, retaining and enhancing the relationship.
- The RM is also responsible for acquiring new to Bank Preferred/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**

**HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)**:

- 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 individual//'s workstation

**Increase in wallet share**:

- Look for opportunities to cross sell any other product of the Bank.
- 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.
- Min 5 years of experience for Preferred RM.
- Experience in Imperia RM, PB Sales, PB Classic.
- Experience with HNI, HNW Clients with Portfolios in **Retail Branch Banking (Retail Liabilities).

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