Preferred Rm
5 days ago
Any Graduate
NRI- PB
CTC Range: 8 lkh ~ 10 lkh
**Preferred RM - NRI Business**
**Job Title**: Preferred RM -NRI
**Business Unit (PA)**:NRI Business
**Team **:NRI Sales
**Reports to (job) **:Regional Head / PB Head
**Location of role **:Pan India
**Job Fn**:Sales
**Role Type**:Individual Contributor
**No of direct reportees: Nil**
**Travel Required **:Moderate
**Job Band Range:
**JD Created date: NA**
**JD Updated date **:30-06-2018
**JD approved by (business):
**Version No **:2.0
**Job Purpose**
To build and manage relationship with Classic 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
**Responsibilities**:
**Actionables**
HNW Portfolio Management
- Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program
- Acquire new customers who meet product criteria and flag them on the system
- Regularly interact with the customer to build relationships and understand the profile.
- 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.
- Liability products - CASA, FX, Quickremit 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 and any other such system as informed from time to time
- Handling Service Request for program 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 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
- Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT.
**Educational Qualifications**
**Key Skills**(examples listed below)
- Graduation:
- Post-Graduation:
Certifications:
- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- Internal Certification (NR Modules)
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry**.**
**Experience Required**:
- Minimum experience in years - 2 years
- Exposure to NRI segment (preferred)
**Major Stakeholders**
- Customers
- Branch Banking Team
- Operations
- NR Product Team
- Treasury
- HLIC
- Insurance CAM
- MF Fund houses personnel
- HSL
-
RM Store Specialist
1 week ago
Surat, Gujarat, India Envision Scientific Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition Overview:The RM Store Specialist will be responsible for managing, monitoring, and controlling raw material inventory in compliance with organizational and regulatory standards. The role ensures the timely availability of raw materials, accurate record keeping, and adherence to safety and quality standards.Key Responsibilities:Manage day-to-day...
-
RM Store Specialist
3 weeks ago
Surat, Gujarat, India, Gujarat Concept Medical Full timePosition Overview:The RM Store Specialist will be responsible for managing, monitoring, and controlling raw material inventory in compliance with organizational and regulatory standards. The role ensures the timely availability of raw materials, accurate record keeping, and adherence to safety and quality standards.Key Responsibilities:Manage day-to-day...
-
Branch Managers- Top Bank
4 days ago
Ahmedabad, Surat, India Gips Consultancy Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per yearResponsible for including HNI customers into the Preferred and offering them a superior customerexperience to enhance the profitability of the relationshipLead a result oriented team for managing the Branch Profitability. Grade - AVP & VP Required Candidate profileWealth Management RM team Handling & Own all branch banking objective and overall branch...
-
Plant Operator Chemical Industry
3 days ago
Surat, India VCL Pvt Ltd Full timeWe Are Hiring **Plant Operator** for Chemical Industry Job Location. :. Sachin, Surat Job Title. :. Plant Operator Qualification. :. B.E Chemical Experience. :. 2 years Salary. :. 18K - 30K Location Preference: Surat, Gujarat and Surrounding Areas only. **Requirements**: Handling all the chemical plants and monitor the production process. Supervises...
-
Production Merchandiser
3 days ago
Surat, India Arhaa Clothing & Lifestyle Full timeWe are looking for Production Merchandiser for our brand ARHAA. ARHAA is a premium fusion Kurtis and ethnic sets brand, which merges Indian and western sensibilities with an emphasis on distinctive design and styling. Roles & Responsibilities - Handling multiple vendor enquiry from order receipt until payment receipt. - Creating production files (Style...
-
Surat, Gujarat, India Yes Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per yearRole & responsibilitiesTo introduce & acquire new CA customer in the identified segment andreference generation from the specified catchmentTo ensure sourcing of quality current accounts in terms of productmix, segments and constitution mixTo ensure initial customer handholding & M+1 activation (Rightadvise to customer for product and documentation, opening...
-
Agm-mass Distribution
6 days ago
Surat, India Vodafone Idea Full timeJob Req ID: 39956- Location: Surat, IN- Function: Sales and Distribution- About: - Vodafone Idea Limited is an Aditya Birla Group and Vodafone Group partnership. It is India’s leading telecom service provider. The Company provides pan India Voice and Data services across 2G, 3G and 4G platform. With the large spectrum portfolio to support the growing...
-
Finance Executive
5 days ago
Dumas, Surat, Gujarat, India CRESCENT OPTO PVT LTD Full timeJob Purpose To manage and streamline personal and organizational financial operations, including investments, insurance, accounts, payments, and reporting. The role involves handling fund management, data entry, automation of reports, coordination with financial institutions, and ensuring timely payment follow-ups while maintaining accurate financial...
-
Officer Qc
1 week ago
Sachin, Surat, Gujarat, India NANO THERAPEUTICS PVT LTD Full time**Responsibilities**: - Testing of Raw materials like drug, tubes, polymers, packing materials like pouches, boxes etc. - Responsible for maintenance of all Equipment \ Instrument involved in the department. - To support in checking the various test reports, QC related documents & records. - Responsible to provide support in Quality Check of incoming RM as...
-
Investment Counsellor
1 week ago
Surat, Gujarat, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout The Role JOB DESCRIPTION ROLE :Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role"¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable...