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Relationship Manager at Hdfc Bank - JobAssist
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Home›Jobs›IT & Software›Relationship Manager
Hdfc Bank logo

Relationship Manager

Hdfc Bank

RemoteFull timeMid levelPosted today
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About the role

About This Role

Identifying and managing High Net Worth (HNI) customers within the Imperia program is the core of this role. The Relationship Manager is responsible for increasing the profitability of customer relationships through cross-selling and portfolio growth, acting as a single point of contact for all financial needs, and enhancing overall relationship value.

Responsibilities

  • Liaise with PB/Preferred RM to identify eligible customers
  • Acquire new customers meeting product criteria
  • Enhance portfolio value and maintain hygiene parameters
  • Cross-sell bank products based on customer needs
  • Achieve monthly and yearly revenue targets
  • Ensure error-free documentation for account opening and instructions
  • Adhere to KYC/AML norms and 5-S workstation standards
  • Increase wallet share and cross-sell bank products
  • Enhance Income Generating Product Group Holding (IPGH)
  • Deliver quality customer service and resolve queries within TAT
  • Inform customers of regulatory or process changes
  • Promote direct banking channels for customer convenience
  • Ensure smooth portfolio handover and backup support

Requirements

  • Graduation required; Post-Graduation preferred
  • AMFI Certification
  • IRDA Certification
  • NRI Product Knowledge
  • Sales and influencing skills
  • Banking product knowledge
  • Planning and organizing skills
  • Communication skills
  • Knowledge of competition and trends

Job details

Workplace

Remote

Employment

Full time

Seniority

Mid level

Headquarters

Noida

Posted

Posted today

About company

Headquarters

Noida

Open jobs

232

Website

hdfcbank.com

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