Relationship Manager - PRM/IRM - Private Bank

Relationship Manager (PRM / IRM )

Relationship Manager:

Mandatory skill (HNI):

- One of India's biggest private sector Banks is looking for premier Relationship Managers for their South Mumbai Cluster.

- 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.

- 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 individuals 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