Job Description
Job Title : RBB-Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager location- Delhi, Mumbai, Pune, Bangalore, Goa, 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. Key Responsibility Areas : 6 – 8 Areas 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 · 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 · Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) · Ensure KYC / AML norms are adhered to at all points of time · 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 · Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product · Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. 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. · Customer is informed about any regulatory or process change. Keep the customer updated on program features. · Ensure timely customer communication on requests and concerns raised. · Proactive complaint management through feedback from customers. · Promoting all direct banking channels and ensuring that the customer is Salary: ₹700,000.00 - ₹1,200,000.00 per year Benefits: Health insurance Provident Fund Schedule: Monday to Friday Supplemental pay types: Commission pay Yearly bonus Ability to commute/relocate: Goa, Goa: Reliably commute or planning to relocate before starting work (Required) Experience: B2C Direct Sales: 5 years (Preferred) Banking industries: 5 years (Preferred) Insurance sales: 5 years (Preferred) total work: 10 years (Preferred) the same · Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out · Ensure smooth transition of handover/takeover of the portfolio
💡 Quick Summary
Seeking a career-building opportunity? The Imperia Relationship Manager|banking position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
