Portfolio Manager - Retail Banking
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
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/c's ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia 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.
Job Responsibilities
• 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: Ensure that 5-S norms are adhered to for individuals 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
• Product Penetration & contribution towards focused product: Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. and 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.
Requirements
Educational Qualifications: AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Key Skills
• 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 financial Industry.
Experience Required
• Minimum experience in years - 4 to 10 yr
• Exposure to banking preferably
(ref:iimjobs.com
• 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/c's ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia 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.
Job Responsibilities
• 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: Ensure that 5-S norms are adhered to for individuals 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
• Product Penetration & contribution towards focused product: Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. and 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.
Requirements
Educational Qualifications: AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Key Skills
• 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 financial Industry.
Experience Required
• Minimum experience in years - 4 to 10 yr
• Exposure to banking preferably
(ref:iimjobs.com
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