Hiring For Pb Classic- Bhopal

HDFC Bank · Bhopal, Madhya Pradesh · Posted 24 days ago

About this role

Greeting from HDFC Bank!! We have urgent opportunity of PB Classic for female's Note: Candidates having 3+ years' experience in Banking and Wealth Management need to apply. Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities 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. • Attrition control of customers • Achieving M