324 Nri Jobs - Page 10

We are hiring Banking Partner - Pioneer for the following locations, Kanpur, Lucknow, Varanasi, Meerut, Moradabad, Muzaffarnagar ROLES & RESPONSIBILITIES Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial as well as investment needs and objectives. Provide the face of the Bank to the highest net worth customers of the Bank. Detailed Responsibilities: Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Greater focus on acquisition of Resident customers. Aggressive cross-selling and upselling of Wealth and Asset products as well as Trade Forex. Achieve "best in class" productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. JOB SPECIFICATION Minimum Qualification :Graduate/ Post Graduate Minimum 5yrs of experience in Wealth Should have experience in managing Client Book Perks and Benefits + Incentives +other contests(Best in the Industry). Interested candidates can send their resumes to nidhi.kundra@indusind.com.

We are hiring Banking Partner - Pioneer for the following locations:- Chandigarh/Mohali/Panchkula/Ludhiana/Amritsar/Jalandhar ROLES & RESPONSIBILITIES Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial as well as investment needs and objectives. Provide the face of the Bank to the highest net worth customers of the Bank. Detailed Responsibilities: Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Greater focus on acquisition of Resident customers. Aggressive cross-selling and upselling of Wealth and Asset products as well as Trade Forex. Achieve "best in class" productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. JOB SPECIFICATION Minimum Qualification :Graduate/ Post Graduate At least 5yrs of experience in Banking / Insurance Should have experience in managing Client Book Perks and Benefits + Incentives +other contests(Best in the Industry) Interested Candidates can send profiles on nidhi.kundra@indusind.com

We are hiring Banking Partner - Pioneer for the following location:- Jaipur, Udaipur, Jodhpur, Kota Interested candidates can send their resumes to nidhi.kundra@indusind.com. ROLES & RESPONSIBILITIES Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial as well as investment needs and objectives. Provide the face of the Bank to the highest net worth customers of the Bank. Detailed Responsibilities: Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Greater focus on acquisition of Resident customers. Aggressive cross-selling and upselling of Wealth and Asset products as well as Trade Forex. Achieve "best in class" productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. JOB SPECIFICATION Minimum Qualification :Graduate/ Post Graduate At least 5yrs of experience in Banking / Insurance Should have experience in managing Client Book Perks and Benefits + Incentives +other contests(Best in the Industry) Interested Candidates can send profiles on nidhi.kundra@indusind.com

We are hiring Banking Partner - Pioneer for the following locations, Kanpur, Lucknow, Varanasi, Meerut, Moradabad, Muzaffarnagar ROLES & RESPONSIBILITIES Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial as well as investment needs and objectives. Provide the face of the Bank to the highest net worth customers of the Bank. Detailed Responsibilities: Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Greater focus on acquisition of Resident customers. Aggressive cross-selling and upselling of Wealth and Asset products as well as Trade Forex. Achieve "best in class" productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. JOB SPECIFICATION Minimum Qualification :Graduate/ Post Graduate Minimum 5yrs of experience in Wealth Should have experience in managing Client Book Perks and Benefits + Incentives +other contests(Best in the Industry). Interested candidates can send their resumes to nidhi.kundra@indusind.com.

Role & responsibilities Take complete ownership of all affluent clients especially Pioneer clients in the region / area and leverage the existence of the branch to reach out and engage them Fully responsible for building the Pioneer Branchs Balance Sheet from start by acquiring high quality Affluent clients through Pioneer program using both branch staff as well as the Affluent RM teams of the location and the Premium Acquisition team (PAT) tagged to the branch Ensuring to build and deepen relationships with existing customer base by focusing on Family Grouping / household penetration. Ensure that exceptional service standards are maintained in the Pioneer branch by the Service RMs, DBM when handling Affluent clients / their representatives who visit the branch Ensure all Service Delivery metrics are maintained in Top Rating standards i.e. in the highest rating slab for service Ensure seamless handling & processing of all Financial & Non- Financial transactions pertaining to affluent clients in the branch Ensure that the Pioneer Branch retains world class aesthetics and ambience through strictly monitored and well managed maintenance, upkeep and periodic checks for equipment, infra and other dcor elements Responsible for the branch efficiency and P & L manage revenue & cost of operations Ensure 100% Compliance to all regulatory and auditory requirements, and ensuring that the Branch secures Top Grade Mthly BMMC audit rating as well as Low Risk Audit outcome consistently with Zero Ops loss Ensure carrying out cash transactions/ vault operations/ ATM upkeep/ Voucher submission / register maintenance/ Lobby Management etc. is done as per Banks laid down Audit, process & compliance (These are only applicable to Pioneer Lobby). Recruiting, onboarding, training and monitoring the SRMs so that the branch is fully staffed at all times Responsible for Affluent Customers' Service delivery on the following metrics: FTR% of cases initiated by Service RMs TAT adherence for Complaints as well as Requests for all Affluent clients Welcome Calls / On-boarding completion of new and upgraded clients within TAT along with meeting the expected standards Ensure Service coverage happens as a daily rigor basis the laid down process of coverage priority Monitor BSC and provide performance improvement support to the struggling resources via Trainings, better understanding of role and responsibilities etc Monitor Daily Account Balances and maintain book stability through immediate client intervention on accounts which demonstrate balance depletion / attrition propensity Continuously sharing and imparting process rollouts, process changes, regulatory and compliance related norms and circulars as knowledge upgrade to the Service team Drive Higher Customer activation on Digital transactions, better Digital penetration, sticky products penetration and increased usage of Affluent program benefits by customers Ensure timely as well as appropriate closure and follow-ups of all campaigns assigned to the Branch Service team with conversion results better than benchmark expectations Interested candidates can share their CV at nidhi.kundra@Indusind.com

Hiring for Below Role: Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Video KYC Officer Virtual Relationship manager Personal Banker on Call Call 8080126356 Rutuja www.hyfly.in Required Candidate profile No Field Job Need to work in bank's Own contact center and solve queries over phone knowledge of Banking process / credit cards / insurance / Mutual Funds will be added advantage www.hyfly.in

Hiring for Below Role Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Video KYC Officer Virtual Relationship manager Personal Banker on Call Call 9773553319 Simran hyflyhr9@gmail.com www.hyfly.in Required Candidate profile No Field Job Need to work in bank's Own contact center and solve queries over phone knowledge of Banking process / credit cards / insurance / Mutual Funds will be added advantage www.hyfly.in

Create a world class NR liability for Bank to take care of the funding requirements of Bank. Meeting acquisition target for liability sales Handling NR clients for service Initiating credit proposals for affluent clients to strengthen relationship

Openings with Leading BANK for the post of RELATIONSHIP MANAGER PREMIUM ACQUISITION / WEALTH RM/ Current Account RM/ BM Interested please reply back on 022 40697707/ 9137263337 and drop your CV at quotientconsultancy@gmail.com RELATIONSHIP MANAGER PREMIUM ACQUISITION (RM PA) Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. New to bank acquisition of high end current accounts through open market lead generation & closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies & guidelines such as KYC & AML Ensure successful onboarding of customer for a smooth transition to branch banking team. Activation of customer - Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. Activities for lead generation Cross sell - Lead generation/ basic enquiry, liaising with Branch Manager & product teams trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Please Revert with Updated CV MAHEK 022 40697707/ 9137263337

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Negotiating deals and closing sales Maintaining client relationships Collaborating with internal teams Tracking sales performance and reporting Staying informed on market trends Managing key accounts & upselling Developing sales strategie & forecasts Required Candidate profile Any graduate with min 6 month of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Janvi@theinfinityspace.com / 87994 59860 Sr HR Janvi G Perks and benefits Full Time On Roll Medical benefits Career Growth

Negotiating deals and closing sales Maintaining client relationships Collaborating with internal teams Tracking sales performance and reporting Staying informed on market trends Managing key accounts & upselling Developing sales strategie & forecasts Required Candidate profile Any graduate with min 6 month of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Janvi@theinfinityspace.com / 87994 59860 Sr HR Janvi G Perks and benefits Full Time On Roll Medical benefits Career Growth

Hiring for Below Role: Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Video KYC Officer Virtual Relationship manager Personal Banker on Call Call 9773553319 / 7738521154 / 8080126356 /8169642494 Required Candidate profile No Field Job Need to work in bank's Own contact center and solve queries over phone knowledge of Banking process / credit cards / insurance / Mutual Funds will be added advantage www.hyfly.in

Hiring for Below Role: Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Video KYC Officer Virtual Relationship manager Personal Banker on Call Call 9137797705 Hrutika hyflyhr9@gmail.com www.hyfly.in Required Candidate profile No Field Job Need to work in bank's Own contact center and solve queries over phone knowledge of Banking process / credit cards / insurance / Mutual Funds will be added advantage www.hyfly.in

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 - 30 LPA Location : Pune Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Bangalore Designation : NRI - Relationship Manager CTC : up to 12Lacs Location : Hyderabad Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, overseas branches. If interested, apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based at Jaipur/Ajmer/Dudu Job Locations: Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC 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 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 individual's 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 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. The 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 Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities

Interested candidates can mail their updated resumes on manasi.s@sbicapsec.com Whatsapp: 7736562628 Designation: Equity Dealer Location: Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

In this role, you’ll be responsible for tracking the HNI/Ultra HNI segment to acquire new clients. You’ll also research, investigate, and stay updated on investment opportunities and market trends to help shape client portfolios effectively.

Designation-Assistant Manager Payroll-Bank CTC-4.50LAKH Age limit-30 LOC-Vashi Exceptional Written & Verbal Communication skills Graduate with min 1-2 YRS exp in escalations Voice support only apply CALL 9137797705 Hrutika www.hyfly.in Required Candidate profile Handling 1st level escalations of bank NRI customers High quality of responses to achieve high Net Promoter Score-NPS Coordinating with various departments for resolution of customer

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Function : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program 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 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 individual's 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 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. The 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

Hiring for Below Role: Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Video KYC Officer Virtual Relationship manager Personal Banker on Call Call 8080126356 Rutuja hyflyhr9@gmail.com Required Candidate profile No Field Job Need to work in bank's Own contact center and solve queries over phone knowledge of Banking process / credit cards / insurance / Mutual Funds will be added advantage www.hyfly.in

Dear Candidate, Urgent opening with leading bank for RM. Designation : Sr Wealth RM CTC : Upto 20 LPA Location : Western • Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. • Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. • Ensure quality of sourcing by acquiring Potential Insignia Clients. • Acquiring and managing both business, individual (resident and NRI) clients. • Increase product penetration and exit barriers, by cross- selling more number of products per client. • Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. • Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. • Work in close coordination with Client Experience Managers to deliver superior service to clients. • Ensuring adherence to Compliance processes and guidelines. • Reduce rejection rates and improve quality of documentation. • Ensuring 360 client engagement Total Client Ownership”. Interseted candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973