Current Account Relationship Manager- RBB
Published date: 2026/11/09
- Location: Jaipur, Rajasthan, India
• Sourcing High net worth customer relationship for liabilities CASA ,EXIM and TFX for the bank.
• To handle a Portfolio of Current account customers with grouped Savings Accounts and Fixed Deposit Accounts.
• Ensuring time bound resolution of Customer Requests/Queries as per satisfaction of customer and within the regulations of the bank.
• Delivery of Value growth in portfolio over the base value from the time of portfolio Handover.
• Ensuring proper on-boarding of converted New-to-Bank(NTB) customers. This includes installing the application on customer’s device and explaining in detail each feature of the application.
• Maintaining Portfolio Hygiene by ensuring proper KYC updation, Beneficial Ownership details, and compliance regulations.
• Ensuring that the customer faces no bottlenecks while purchasing the above mentioned products.
• Contacting customers (Non Portfolio) based on data provided in CRM application and understanding customer needs/requirements.
• Administer and ensure compliance to all sales practices in branch
• Meet the business targets
• Identify sales opportunities
• Direct operational activities on a day-to-day basis
• Acquire new business in to new and old customers
• Source accounts of small businesses and as well as households
• Achieve sales targets
• Maintain stability in smooth-functioning of the activities in branch
• services and assist to resolve customer queries
• Generating prospects Lead for bank in LAP, CC ,OD, PL, HL, GL,LI.
• Daily send customer contactability for reporting authority.
• Regular contact with all mapped clients through weekly/monthly calls.
• Resolution of queries for all managed client within TAT specified.
• All types of POS merchant service provided like MSWIPE, MTNL,GPRS .And good rate rental.
• Accessing feedback and suggestion from the customer for improvement.
• Come up with new ideas and innovative things to increase the business.
• Always keep positive attitude towards the target before time.
• Providing merchant services to customers.
Requirements Educational Qualifications And Experience
• Graduation
• Post-Graduation
• Minimum experience in years – 2 to 6 (Preferable Banking Experience)
• Exposure to Portfolio Management Segment
Certifications:
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Benefits opportunity to earn around 10 Lac of Performance Linked Incentive.
Benefits like Gratuity, Subsidized loan for Home, Vehicle and Personal are additional benefits apart from Salary
About Client
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is Indias largest private sector bank by assets and the worlds 10th largest bank by market capitalisation as of April 2021
• To handle a Portfolio of Current account customers with grouped Savings Accounts and Fixed Deposit Accounts.
• Ensuring time bound resolution of Customer Requests/Queries as per satisfaction of customer and within the regulations of the bank.
• Delivery of Value growth in portfolio over the base value from the time of portfolio Handover.
• Ensuring proper on-boarding of converted New-to-Bank(NTB) customers. This includes installing the application on customer’s device and explaining in detail each feature of the application.
• Maintaining Portfolio Hygiene by ensuring proper KYC updation, Beneficial Ownership details, and compliance regulations.
• Ensuring that the customer faces no bottlenecks while purchasing the above mentioned products.
• Contacting customers (Non Portfolio) based on data provided in CRM application and understanding customer needs/requirements.
• Administer and ensure compliance to all sales practices in branch
• Meet the business targets
• Identify sales opportunities
• Direct operational activities on a day-to-day basis
• Acquire new business in to new and old customers
• Source accounts of small businesses and as well as households
• Achieve sales targets
• Maintain stability in smooth-functioning of the activities in branch
• services and assist to resolve customer queries
• Generating prospects Lead for bank in LAP, CC ,OD, PL, HL, GL,LI.
• Daily send customer contactability for reporting authority.
• Regular contact with all mapped clients through weekly/monthly calls.
• Resolution of queries for all managed client within TAT specified.
• All types of POS merchant service provided like MSWIPE, MTNL,GPRS .And good rate rental.
• Accessing feedback and suggestion from the customer for improvement.
• Come up with new ideas and innovative things to increase the business.
• Always keep positive attitude towards the target before time.
• Providing merchant services to customers.
Requirements Educational Qualifications And Experience
• Graduation
• Post-Graduation
• Minimum experience in years – 2 to 6 (Preferable Banking Experience)
• Exposure to Portfolio Management Segment
Certifications:
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Benefits opportunity to earn around 10 Lac of Performance Linked Incentive.
Benefits like Gratuity, Subsidized loan for Home, Vehicle and Personal are additional benefits apart from Salary
About Client
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is Indias largest private sector bank by assets and the worlds 10th largest bank by market capitalisation as of April 2021
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