RBB-IMPERIA RELATIONSHIP MANAGER

Hdfc Bank

Job Purpose

• Responsible for acquiring and managing HNI customers under the Imperia program.
• Enhance relationship profitability through cross-selling, portfolio growth, and retention.
• Serve as a single point of contact for financial needs, increasing wallet share and overall relationship value.

Key Responsibilities

HNW Portfolio Management

• Liaise with PB/Preferred RM to identify eligible customers.
• Acquire new customers meeting product criteria.
• Enhance portfolio value and maintain hygiene parameters.
• Cross-sell bank products based on customer needs.
• Achieve monthly and yearly revenue targets.

Operations, Marketing & Processes

• Ensure error-free documentation for account opening and instructions.
• Adhere to KYC/AML norms and 5-S workstation standards.
• Increase wallet share and cross-sell bank products.
• Enhance Income Generating Product Group Holding (IPGH).

Customer Service

• Deliver quality customer service and resolve queries within TAT.
• Inform customers of regulatory or process changes.
• Promote direct banking channels for customer convenience.
• Ensure smooth portfolio handover and backup support.

Requirements & Tech Stack

• Education: Graduation required; Post-Graduation preferred.
• Certifications: AMFI Certification, IRDA Certification, NRI Product Knowledge.
• Key Competencies: Sales and influencing skills, banking product knowledge, planning and organizing, communication skills, knowledge of competition and trends.