Job Description

Job Purpose
Responsible 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/cs ,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