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HDFC Bank Interviews – Direct Walk-in Drive in HDFC Bank – Career Openings in HDFC Bank

Company Name: HDFC Bank

Job Role: Relationship Manager

Experience: 3 – 6 Years

Qualification: Graduation, Post Graduation

Job Type: Full Time

Job Location: Delhi / NCR

Salary: Best in Industry

Key Responsibility Areas :

Activities

  • 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, 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.
  • The 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

Educational Qualifications

Key Skills (examples listed below)

  • Graduation
  • Post-Graduation

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 the financial Industry.

Experience Required:

  • Minimum experience in years 3 to 6
  • Exposure to Portfolio Management segment (Preferred)
  • Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)
  • Customers
  • Branch Banking Team
  • Operations
  • Product Team
  • Asset Team
  • Treasury
  • Credit
  • Life / General and Health Insurance Partners
  • AMCs
  • HDFC Securities

Walkin Details:

Walkin Date: 13th November 2024

Time: 10.30 AM – 1.00 PM

Venue Details:

HDFC Bank, SM House 9,
Panchsheel Community Centre,
New Delhi.

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