Job DescriptionRole DescriptionJob TitleRBB-Imperia Relationship ManagerBusiness UnitRetail Branch BankingReporting ToBranch ManagerJob Function and Role TypeSales & Portfolio Management, Individual Contributor, Moderate TravelVersion NoJob PurposeResponsible 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 ResponsibilitiesHNW Portfolio ManagementLiaise With PB/Preferred RM To Identify Eligible Customers.Acquire current 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 & ProcessesEnsure 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 ServiceDeliver 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.EducationGraduation required; Post-Graduation preferred.CertificationsAMFI Certification, IRDA Certification, NRI Product Knowledge.Key CompetenciesSales and influencing skills, banking product knowledge, planning and organizing, communication skills, knowledge of competition and trends.Major StakeholdersCustomers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.