Preferred RM/ Personal Banker

Job Description

Role & responsibilities Preferred RM- 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 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) Personal Banker- - Manage the benchmark no. of customers in the portfolio - Extend Classic benefits to customers basis identification in eligibility lists/ LTR - Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio - By grouping them with their family members who already hold accounts with us - Ensure that income plans for the month and year are duly met across products - Achieving of portfolio level benchmarks of and IPH - Income product to be sold to each group of the portfolio in the year - Ensure that the benchmark sales per month is met - Usage of netbanking Mobile banking , Billpay , RDFD penetration benchmark to be met - CEP to be met as per cycle