RBB-Preferred Relationship Manager

Location: Halvad

Experience: 0 - 1 Years

Business Unit: Retail Branch Banking

Job Type: Permanent

Openings: 1

Preferred Relationship Manager

Retail Branch Banking

Branch Manager

Sales & Portfolio Management, Individual Contributor, Moderate Travel

Responsible for acquiring and managing HNI customers under the Preferred programme, enhancing relationship profitability through cross-selling, and increasing wallet share. Serve as a one-point contact for financial needs, ensuring superior customer experience and portfolio growth.

Acquire new customers meeting product criteria.

Enhance portfolio value and maintain hygiene parameters.

Cross-sell bank products based on customer needs.

Control attrition and achieve revenue targets.

Ensure error-free documentation and adherence to KYC/AML norms.

Identify cross-sell opportunities to increase wallet share.

Enhance product penetration and income-generating product holdings.

Deliver quality service and resolve queries within TAT.

Proactively manage complaints and ensure timely communication.

Promote direct banking channels and ensure smooth portfolio transitions.

Graduation required; Post-Graduation preferred.

AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Sales and influencing skills, banking product knowledge, planning and organizing skills, good communication, knowledge of competition and financial trends.

Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.