Manages high-net-worth Imperia banking relationships by acquiring eligible customers, increasing portfolio value and wallet share, cross-selling banking products, retaining customers, and achieving revenue targets. The role serves as a single point of contact for customers’ financial needs, provides coordinated advisory services, maintains portfolio quality, and collaborates with preferred banking teams. Candidates need banking product knowledge, sales and influencing skills, regulatory certifications, strong communication, and 4–10 years of experience.
Job Purpose
Responsible for including HNI customers into the Imperia program 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:
- 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
- Increase in wallet share
- Product Penetration & contribution towards focused product
- Customer Service
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications:
- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
Key Skills:
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Good Communication skills
- Knowledge of Competition & Current trends in financial Industry.
Experience Required:
- Minimum experience in years – 4 to 10 yr
- Exposure to banking preferable
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 India's largest private sector bank by assets and the world's 10th largest bank by market capitalisation as of April 2021
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