Burgundy Relationship Manager
Location: Rohtak- Delhi
HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention):
– Liaising with PB/ Burgundy RM to flag eligible customers form Classic/ Burgundy 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 Burgundy 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.
– 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
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