Senior Relationship Manager - Wealth Management - BFS

Increase liabilities size of relationship via:

- Balances in a/c's of existing customer

- Acquire all related ids that are financially dependent on the Primary id and send entry form to CPU for flagging and grouping

- Use FD maturity reports to track maturity of HDFC FDs and prevent outflow

- Use profile to track FDs in other banks and divert them into HDFC on maturity

- Use profile sheet to track accounts and products with other bank and transfer the same

- Know the customer's business to proactively provide financial solutions

- Tracking customer transaction to identify where funds move to and acquire those a/cs also

Attrition control of customers

- Includes persuading the customer to continue and if required renew FD- s

- Deepen by cross selling - sticky products- like Demat, Bill Pay, Advisory.

- Ensure quality of relationship while flagging. Should be capable of maintaining eligibility

- Regular customer contact to establish needs of the customer and opportunities to cross-sell

- Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite

- Ensure that the marketing analytics list on possible attrite, is called and retained

- Penetration of all products across family groups as per profile and requirements.

- Sales of various products like Credit Cards,Assets & TPP.

- Disseminating product information

- Ensuring Joint call is done with PBG and Advisory is offered to the customer. In case the customer is not interested, sign him / her up for WAS and handle the investments.

Salary offered: 7 - 13 LPA