Roles: NRI RM/Relationship manager Location: Across Kerala ( Kochi/ Kochi /Kottayam/ Kozhikode/ Thrissur / Trivandrum-Sasthamangalam / Perinthalmanna Job Description: Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients and expand existing ones. Identify cross-sell opportunities for banking products such as Priority Banking, Preferred Banking, Premier Banking, Personal Banking, Wealth Management, HNI Sales & Portfolio Management. Develop strong understanding of customer needs through effective communication and relationship building. Meet sales targets by acquiring new customers and increasing revenue growth. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Desired Candidates: Min 3 years experience in any banking products like CASA/LI/FD etc Handling portfolio of the existing customers and NTB Must be a full time graduate any banking of NBFC experience will do Perks and Benefits: 5 LPA to 10 LPA depends on experience and current CTC and Incentives Interested can share you cv to priyanka.pooja@upgrad.com Call/WhatsApp: 8861316141

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), /Wealth focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 8 -12 years in HNI/NRI/ wealth customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to wealth customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

RM- CA & TFX: a. Identify and prospect potential customers for current account and trade forex services b. Build and maintain relationships with corporate clients, SMEs, and high net-worth individuals c. Conduct market research to identify opportunities for business development and expansion d. Collaborate with internal teams to customize solutions and services to meet customer needs Prepare and deliver presentations, proposals, and sales pitches to prospective clients e. Achieve sales targets and KPIs set by the management f. Stay updated on industry trends, market conditions, and competitor activities

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

Role & responsibilities NRI Relationship Manager is one of the key positions in the bank. An NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. He/ she is 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. He/ She reviews the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India. NRI RM is expected 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. NRI RM also generates new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, Overseas branches, etc. He/ She is also involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non Investment Products like Forex, Remittances, Loans, etc. to new and existing customers. Preferred candidate profile Perks and benefits

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

Helping Investor in investing in Mutual Fund Schemes Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption Maintain Portfolio of HNI Clients,connect with them related to SIP Schemes Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / call 9773553319 Simran Age should be 20-32 yrs Perks and benefits Medical Allowance + Daily Allowance

Urgently we are hiring for Kotak Mahindra Bank Ltd. This is a permanent Bank On Roll / Pay-Roll Job. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. => This will be permanently working from office only (Not a Work From Home). ============================================================================== Job Designation : Virtual Relationship Manager- VRM (It's Outbound / Telesales Profile) Position Grade : Assistant Manager- M1 / Deputy Manager- M2 Job Location : Wagle Estate (Thane-West). This is "Contact Centre Branch" (Non-Branch Banking) based Job, Eligibility Criteria : Must be at least minimum 1 year to 5 years of Sales Experience with Banking or Non-Banking both will be considered. Must be at least Graduate any stream. Must have good communication as well as Sales & Convincing skills. Age should be maximum 32 years. Female candidates will be proffered, Male candidates also can apply. Must be comfortable to work in (Thane-West location) Job Description/Responsibility : To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Salary Package : Annual CTC 3.00 to 4.50 Lac per annum plus performance based Incentives. PF, Gratuity, Mediclaim & Insurance cover (as per policy). Other Job Benefits & Features : => Working Day-: 5 Days working in a week. => Two Weekly offs: One fixed off on Sunday and another one is any of Weekday/Saturday. => Shift Timing-: This is a completely fixed day shift, the shift timing from 9.30 am to 6.30 pm. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. ----------------------------------------------------------------------------------------------------------------------------------------------------------- How To Apply : => Interested candidates need to apply via Naukri.com by clicking apply link on same the page or Need to forward the updated CVs / Resumes at: hr.empowerdesk@gmail.com and mention in the subject line " Kotak-VRM-280" or => Also can share updated CVs / Resumes via WhatsApp on: +91-964-385-3808 (Mention in the subject line " Kotak-VRM-280" if your CV / profile got shortlisted with us we will contact you back. For Any kind of query or concern can contact us Strictly in between 10.00 am to 6.00 pm only Mob: +91-964-385-3808. Regards Career Empower (Hr-Team) On Behalf of Kotak Mahindra Bank

Urgently we are hiring for Kotak Mahindra Bank Ltd. This is a permanent Bank On Roll / Pay-Roll Job. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. => This will be permanently working from office only (Not a Work From Home). ============================================================================== Job Designation : Virtual Relationship Manager- VRM (It's Outbound / Telesales Profile) Position Grade : Assistant Manager- M1 / Deputy Manager- M2 Job Location : Bangalore This is "Contact Centre Branch" (Non-Branch Banking) based Job, Eligibility Criteria : Must be at least minimum 1 year to 5 years of Sales Experience with Banking or Non-Banking both will be considered. Must be at least Graduate any stream. Must have good communication as well as Sales & Convincing skills. Age should be maximum 32 years. Male & both candidates can apply. Must be comfortable to work in (Bangalore location only) Job Description/Responsibility : To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Salary Package : Annual CTC 3.00 to 4.25 Lac per annum plus performance based Incentives. PF, Gratuity, Mediclaim & Insurance cover (as per policy). Other Job Benefits & Features : => Working Day-: 5 Days working in a week. => Two Weekly offs: One fixed off on Sunday and another one is any of Weekday/Saturday. => Shift Timing-: This is a completely fixed day shift, the shift timing from 9.30 am to 6.30 pm. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. ----------------------------------------------------------------------------------------------------------------------------------------------------------- How To Apply : => Interested candidates need to apply via Naukri.com by clicking apply link on same the page or Need to forward the updated CVs / Resumes at: hr.careerem@gmail.com and mention in the subject line " Kotak-VRM-BG-282" or => Also can share updated CVs / Resumes via WhatsApp on: +91-964-385-3808 (Mention in the subject line " Kotak-VRM-BG-282" if your CV / profile got shortlisted with us we will contact you back. For Any kind of query or concern can contact us Strictly in between 10.00 am to 6.00 pm only Mob: +91-964-385-3808. Regards Career Empower (Hr-Team) On Behalf of Kotak Mahindra Bank

SQL DB Developer with Python & ADF Candidate should have working experience in Python Candidate should have working experience SQL Developemt, Candidate should have extensive hands on experienc in Azure Data Factory (ADF)

Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences.

Achieve sales targets and promote Banking products Collaborate with the team and management Build and maintain customer relationships Conduct market research and stay updated on products Present and negotiate with clients Keep accurate sales records Required Candidate profile Any graduate with minimum 1 year 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

Develop and implement sales strategies Monitor sales targets and team performance Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Develop and implement sales strategies Monitor sales targets and team performance Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Achieve sales targets and promote Banking products Collaborate with the team and management Build and maintain customer relationships Conduct market research and stay updated on products Present and negotiate with clients Keep accurate sales records Required Candidate profile Any graduate with minimum 1 year 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

Develop and implement sales strategies Monitor sales targets and team performance Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll - Full Time Insurance Career Mediclaim

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 3 -8 years in HNI/NRI customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to Priority and NRI customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 3 -8 years in HNI/NRI customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to Priority and NRI customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account Relationship Manager Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement personal visits at pre-defined frequency Customer Service Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behaviour Enhance Relationship Value Enhancement Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value . Product Penetration Understand customers business profile requirements and fulfil needs via products/services such as Trade Finance Forex, Cash Management Services, POS Machines Payment gateway solutions, doorstep banking, Loans, Life General Insurance etc. Migration to Digital Platform Migration of transactions to Digital Banking Channels i.e. Net Banking/ E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements etc as per customer profile needs preference Central Initiatives Maintaining portfolio health i.e. Account activation & balance maintenance Ensure action on central triggers customer service initiatives Educational Qualifications (examples listed below) Key Skills (examples listed below) Graduation: Post-Graduation: Sales and Influencing Skills Banking Product & Process Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required (examples listed below) Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) Customers Branch Banking Team TPP Team Asset Team Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank Koramangala Main Branch, Site No. 6B 20th Main 07th Block Koramangala Bangalore - 560095 Date : 17th Dec24 (Tuesday), Timing 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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

Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits contacts and proactive resolution of customer issues queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 2 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Koramangala & Giri Nagar) 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

Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring RMs meet the right customers and have a meaningful engagement with customer Ensuring the RMs are trained and equipped to handle customer queries Job Responsibilities(JR) : 6- 8 Areas Actionable (4-6) Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the highest level of service to the customers in the branch Profiling Customers and Providing Financial planning & Investment Advise as per customers need To ensure maintenance of updated Relationship File Mentoring the RMs in the branch To handle a team of 4 to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team Ensuring the RMs are trained and well equipped with data and products to handle and service the customers Ensuring the Relationship managers are meeting the right set of customers Ensuring joint calls with the relationship managers Complaints Handling for the RM Channel Meeting Business Objectives Ensure clarity of Business objectives among staff Monitoring quality sales and processes in the Relationship Managers portfolio Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets Educational Qualifications (examples listed below) Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required (examples listed below) Minimum experience in years 3 years in Retail Branch Banking in HNW Channel Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) Customers Branch Banking Team Operations- WBO NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Corporate banking Corporate Salary Wholesale banking TPP Team Assets Team

- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com

Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits contacts and proactive resolution of customer issues queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 2 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel