RBB-Preferred Relationship Manager

Job Title

Preferred Relationship Manager

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

Job Function and Role Type

Sales & Portfolio Management, Individual Contributor, Moderate Travel

Version No

Job Purpose

Responsible for acquiring and managing HNI customers under the Preferred programme, enhancing relationship profitability through cross-selling, and increasing wallet share. Serve as a one-point contact for financial needs, ensuring superior customer experience and portfolio growth.

Key Responsibilities

HNW Portfolio Management

Acquire new customers meeting product criteria.

Enhance portfolio value and maintain hygiene parameters.

Cross-sell bank products based on customer needs.

Control attrition and achieve revenue targets.

Operations, Marketing & Processes

Ensure error-free documentation and adherence to KYC/AML norms.

Identify cross-sell opportunities to increase wallet share.

Enhance product penetration and income-generating product holdings.

Customer Service

Deliver quality service and resolve queries within TAT.

Proactively manage complaints and ensure timely communication.

Promote direct banking channels and ensure smooth portfolio transitions.

Education

Graduation required; Post-Graduation preferred.

Certifications

AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Key Competencies

Sales and influencing skills, banking product knowledge, planning and organizing skills, good communication, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.

Skills

Should have good knowledge on Relationship Managment with Third Party prodcuct knowledge.

About HDFC Bank

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

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