Job description
Job Title
RBB-Imperia Relationship Manager
Business Unit
Retail Branch Banking
Reporting To
Branch Manager
Job Function and Role Type
Sales & Portfolio Management, Individual Contributor, Moderate Travel
Version No
Job Purpose
Responsible for acquiring and managing HNI customers under the Imperia program, enhancing 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.
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.
Major Stakeholders
Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.
About HDFC Bank
HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch
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