Job Description
HDFC Bank
Imperia Relationship Manager
HDFC Bank • Ahmedabad, Gujarat • via Jobs Trabajo.org
20 hours ago
Full–time
No Degree Mentioned
Apply on Jobs Trabajo.org
Job description
Job Name – RBB - Imperia RMJob Title : (Job Name) – RBB - Imperia RMLocation - AhmedabadJob Purpose- Imperia Relationship Manager - AhmedabadJob PurposeResponsible 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
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HDFC Bank
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confidential
Trade & Wealth RM _ Bank
confidential • Ahmedabad, Gujarat • via BeBee
19 hours ago
Full–time
No Degree Mentioned
Apply on BeBee
Job description
Role & Responsibilities:
Client Acquisition & Relationship Management
• Acquire high-value CASA (Current Account Savings Account) relationships from within the group and external sources
• Increase Customer to Group (CTG) and Product to Group (PTG) ratios by identifying opportunities across client portfolios
• Build and manage strong relationships with key current account-led clients ensuring consistent engagement and satisfaction
Revenue Generation & Product Cross-Sell
• Drive CA value growth and generate fee income from Trade Forex, Retail Banking, and Business Banking relationships
• Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC
• Deepen relationships and upsell additional banking products to meet goal sheet targets across CASA, BB, CMS, LI, MF, Locker, NTB acquisition, and more
Customer Experience & Servicing
• Deliver superlative client servicing standards and ensure a differentiated experience aligned with the bank's value proposition
• Ensure minimum YFB threshold is maintained and business customer retention is achieved
• Provide timely feedback to internal teams to improve product offerings and service delivery
Product Expertise & Solutioning
• Demonstrate a thorough understanding of transactional and commercial banking products
• Offer tailored solutions such as Trade Forex, CMS, POS, Payment Gateway Solutions, Doorstep Banking, Working Capital Loans, OPDT, and Family SA
• Position relevant banking benefits to match the client's business requirements and financial needs
Lead Generation & Business Development
• Generate a robust pipeline of New to Bank (NTB) prospects through client referrals and profiling
• Understand clients' nature of business and financial models to identify opportunities and mitigate risks
• Collaborate effectively in a cross-functional environment to meet shared business goals
Imperia Relationship Manager
HDFC Bank • Ahmedabad, Gujarat • via Jobs Trabajo.org
20 hours ago
Full–time
No Degree Mentioned
Apply on Jobs Trabajo.org
Job description
Job Name – RBB - Imperia RMJob Title : (Job Name) – RBB - Imperia RMLocation - AhmedabadJob Purpose- Imperia Relationship Manager - AhmedabadJob PurposeResponsible 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
Report this listing
HDFC Bank
AmbitionBox
3.8/5
50.4K reviews
Glassdoor
3.4/5
10.4K reviews
Indeed
3.9/5
7.6K reviews
hdfcbank.com
More jobs at HDFC Bank
See web results for HDFC Bank
confidential
Trade & Wealth RM _ Bank
confidential • Ahmedabad, Gujarat • via BeBee
19 hours ago
Full–time
No Degree Mentioned
Apply on BeBee
Job description
Role & Responsibilities:
Client Acquisition & Relationship Management
• Acquire high-value CASA (Current Account Savings Account) relationships from within the group and external sources
• Increase Customer to Group (CTG) and Product to Group (PTG) ratios by identifying opportunities across client portfolios
• Build and manage strong relationships with key current account-led clients ensuring consistent engagement and satisfaction
Revenue Generation & Product Cross-Sell
• Drive CA value growth and generate fee income from Trade Forex, Retail Banking, and Business Banking relationships
• Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC
• Deepen relationships and upsell additional banking products to meet goal sheet targets across CASA, BB, CMS, LI, MF, Locker, NTB acquisition, and more
Customer Experience & Servicing
• Deliver superlative client servicing standards and ensure a differentiated experience aligned with the bank's value proposition
• Ensure minimum YFB threshold is maintained and business customer retention is achieved
• Provide timely feedback to internal teams to improve product offerings and service delivery
Product Expertise & Solutioning
• Demonstrate a thorough understanding of transactional and commercial banking products
• Offer tailored solutions such as Trade Forex, CMS, POS, Payment Gateway Solutions, Doorstep Banking, Working Capital Loans, OPDT, and Family SA
• Position relevant banking benefits to match the client's business requirements and financial needs
Lead Generation & Business Development
• Generate a robust pipeline of New to Bank (NTB) prospects through client referrals and profiling
• Understand clients' nature of business and financial models to identify opportunities and mitigate risks
• Collaborate effectively in a cross-functional environment to meet shared business goals
💡 Quick Summary
Seeking a career-building opportunity? The Trade & Wealth RM _ Bank position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.
