Job Description
Job Purpose
Responsible for including HNI customers into the Imperia 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
• Customer Service
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
• Achieving MTD and YTD Revenue Targets
• Joint calls being done along with Supervisor as per defined process
• Increase in wallet share
• Regular interaction with the customer to build rapport to understand and update the profile.
• Attrition control of customers
• Advisory services to be offered based on the requirement in coordination with PBG.
• Maintain the overall quality / hygiene parameters of the portfolio
• Enhance the Overall value/book size of the portfolio
• Operations, Marketing & Processes
• Product Penetration & contribution towards focused product
• Cross selling products of the bank based on the customer need
• Acquire new customers who meet product criteria
Requirements Educational Qualifications: Graduation/Post-Graduation
Certifications
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Key Skills:
• Planning and Organizing Skills
• Sales and Influencing Skills
• Good Communication skills
• Banking Product & Process Knowledge
• Knowledge of Competition & Current trends in financial Industry.
• NRI Product and Regulatory Knowledge
Experience Required:
• Exposure to banking preferable
• Minimum experience in years – 4 to 10 yr
Benefits E3-E4 Grade and opportunity to earn around 36 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
Responsible for including HNI customers into the Imperia 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
• Customer Service
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
• Achieving MTD and YTD Revenue Targets
• Joint calls being done along with Supervisor as per defined process
• Increase in wallet share
• Regular interaction with the customer to build rapport to understand and update the profile.
• Attrition control of customers
• Advisory services to be offered based on the requirement in coordination with PBG.
• Maintain the overall quality / hygiene parameters of the portfolio
• Enhance the Overall value/book size of the portfolio
• Operations, Marketing & Processes
• Product Penetration & contribution towards focused product
• Cross selling products of the bank based on the customer need
• Acquire new customers who meet product criteria
Requirements Educational Qualifications: Graduation/Post-Graduation
Certifications
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Key Skills:
• Planning and Organizing Skills
• Sales and Influencing Skills
• Good Communication skills
• Banking Product & Process Knowledge
• Knowledge of Competition & Current trends in financial Industry.
• NRI Product and Regulatory Knowledge
Experience Required:
• Exposure to banking preferable
• Minimum experience in years – 4 to 10 yr
Benefits E3-E4 Grade and opportunity to earn around 36 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
💡 Quick Summary
Seeking a career-building opportunity? The Imperia Relationship Manager| Rajasthan position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
