Job Description
Roles And ResponsibilitiesJob Purpose Responsible for including HNI customers into the HNW Programe 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
cs
retaining and enhancing the relationship
The RM is also responsible forAcquiring 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
HNW Portfolio Management
Acquiring
Enhancing
Deepening and Retention
Liaising with branch staff to flag eligible customers form Classic
Preferred portfolioAcquire new customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile
Enhance the Overall value
book size of the portfolioMaintain the overall quality
hygiene parameters of the portfolioCross selling products of the bank based on the customer needJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the requirement in coordination with PBG
Achieving MTD and YTD Revenue TargetsAttrition control of customersOperations
Marketing
ProcessesError 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 timeEnsure that 5
S norms are adhered to for individuals workstation Increase In Wallet ShareLook for opportunities to cross sell any other product of the Bank
to ensure that Bank is a one stop shop
solution for all banking needs of the Imperia CustomerSales to family members and associates
all network
Ensure that optimal levels of Income generating Product Group Holding
IPGH
is reachedProduct Penetration
contribution towards focused productEnsure that an optimal level of Income generating Product Group Holding
IPGH
is reached
Enhance clients Customer To Group
CTG
levelCustomer ServiceEnsure 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 utilizing the sameEnsuring 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 outEnsure smooth transition of handover
takeover of the portfolioKey SkillsSales and Influencing SkillsBanking Product
Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsGood Communication skillsKnowledge of Competition
Current trends in financial Industry
IRDA CertificationNCFM Certification
Optional
Exposure to Portfolio Management segment
Preferred
cross selling the Right products
acquiring family a
cs
retaining and enhancing the relationship
The RM is also responsible forAcquiring 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
HNW Portfolio Management
Acquiring
Enhancing
Deepening and Retention
Liaising with branch staff to flag eligible customers form Classic
Preferred portfolioAcquire new customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile
Enhance the Overall value
book size of the portfolioMaintain the overall quality
hygiene parameters of the portfolioCross selling products of the bank based on the customer needJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the requirement in coordination with PBG
Achieving MTD and YTD Revenue TargetsAttrition control of customersOperations
Marketing
ProcessesError 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 timeEnsure that 5
S norms are adhered to for individuals workstation Increase In Wallet ShareLook for opportunities to cross sell any other product of the Bank
to ensure that Bank is a one stop shop
solution for all banking needs of the Imperia CustomerSales to family members and associates
all network
Ensure that optimal levels of Income generating Product Group Holding
IPGH
is reachedProduct Penetration
contribution towards focused productEnsure that an optimal level of Income generating Product Group Holding
IPGH
is reached
Enhance clients Customer To Group
CTG
levelCustomer ServiceEnsure 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 utilizing the sameEnsuring 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 outEnsure smooth transition of handover
takeover of the portfolioKey SkillsSales and Influencing SkillsBanking Product
Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsGood Communication skillsKnowledge of Competition
Current trends in financial Industry
IRDA CertificationNCFM Certification
Optional
Exposure to Portfolio Management segment
Preferred
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager HNI Branch Banking position is now open for candidates interested in the Bank Jobs sector. This role in Kantaphod 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.
