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.
Tips for Attending Walk-In Interviews
Walk-in interviews are a golden opportunity for jobseekers to secure a job without the long wait of traditional interview processes. However, with many candidates competing for the same position, it's crucial to make a strong and positive impression. Here are some valuable tips to help you stand out and succeed in your next walk-in interview.
1. Do Your Homework
Even though walk-ins are often spontaneous, take time to research the company, its services, and the role you're applying for. This shows your genuine interest and helps you tailor your responses effectively.
2. Dress Professionally
Your appearance matters. Wear neat, formal attire that suits the job role. Clean shoes, groomed hair, and minimal accessories reflect your seriousness and professionalism.
3. Carry All Necessary Documents
- Updated Resume (Multiple Copies)
- Passport Size Photographs
- Educational Certificates
- Experience Letters (if any)
- Valid ID Proof
4. Be Punctual
Arriving early gives you time to settle in, observe the environment, and be mentally prepared. It also shows that you value the interviewer’s time.
5. Practice Your Pitch
Prepare a short and effective self-introduction. Be clear about your skills, career goals, and how you can add value to the company.
6. Stay Confident & Courteous
Maintain eye contact, offer a firm handshake, and listen actively. Confidence, without arrogance, creates a positive impression.
7. Follow Up
If you’re given a business card or email, don’t forget to send a thank-you message. It reflects professionalism and interest in the role.
By following these simple yet powerful tips, you can improve your chances of converting walk-in interviews into job offers. Good luck on your career journey!
