Job Description

Job Title : RBB-Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager 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/c\xe2\x80\x99s ,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. Key Responsibility Areas : 6 \xe2\x80\x93 8 Areas HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) \xc2\xb7 Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio \xc2\xb7 Acquire new customers who meet product criteria \xc2\xb7 Regular interaction with the customer to build rapport to understand and update the profile. \xc2\xb7 Enhance the Overall value/book size of the portfolio \xc2\xb7 Maintain the overall quality / hygiene parameters of the portfolio \xc2\xb7 Cross selling products of the bank based on the customer need \xc2\xb7 Joint calls being done along with Supervisor as per defined process \xc2\xb7 Advisory services to be offered based on the requirement in coordination with PBG.

• Attrition control of customers

\xc2\xb7 Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes \xc2\xb7 Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) \xc2\xb7 Ensure KYC / AML norms are adhered to at all points of time \xc2\xb7 Ensure that 5-S norms are adhered to for individuals workstation Increase in wallet share \xc2\xb7 Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer \xc2\xb7 Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product \xc2\xb7 Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client\'s Customer To Group ( CTG ) level Customer Service \xc2\xb7 Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. \xc2\xb7 Customer is informed about any regulatory or process change. Keep the customer updated on program features. \xc2\xb7 Ensure timely customer communication on requests and concerns raised. \xc2\xb7 Proactive complaint management through feedback from customers. \xc2\xb7 Promoting all direct banking channels and ensuring that the customer is utilizing the same \xc2\xb7 Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out \xc2\xb7 Ensure smooth transition of handover/takeover of the portfolio Job Types: Full-time, Permanent Salary: \xe2\x82\xb9700,000.00 - \xe2\x82\xb91,500,000.00 per year Benefits:

• Health insurance
• Provident Fund

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay
• Yearly bonus

Ability to commute/relocate:

• Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Required)

Experience:

• total work: 5 years (Preferred)
• B2C Direct Sales: 5 years (Preferred)
• B2B sales: 5 years (Preferred)
• Portfolio management: 5 years (Preferred)
• Banking: 5 years (Preferred)
• Insurance sales: 5 years (Preferred)
• Cross Selling: 5 years (Preferred)

Speak with the employer
+91 9219653837