Preferred Relationship Manager - Bhimavaram & Kakinada

5 - 10 years

6 - 13 Lacs

Kakinada, Bhimavaram

Posted:1 week ago| Platform: Naukri logo

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Skills Required

portfolio Portfolio Management Retail Liabilities Third Party Products HNI Client Handling Kotak Portfolio Handling ICICI Wealth Management Casa Insurance Preferred Banking BRO Axis

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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Hdfc Bank
Hdfc Bank

Banking

Mumbai Maharashtra

10001 Employees

704 Jobs

    Key People

  • Sashidhar Jagdishan

    Managing Director & CEO
  • Kaizad Bharucha

    Executive Director

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