Job Title

Imperia Relationship Manager - Virtual Relationship Banking

Business Unit

Virtual Relationship Banking

Reporting To

Virtual Relationship Banking Head

Job Function and Role Type

Sales, Individual Role

Version No

2.0

Job Purpose

Engage regularly with Imperia customers to provide a consistent and superior digital experience. Meet scorecard targets and portfolio benchmarks while adhering to regulatory requirements.

Key Responsibilities

Customer Engagement

Engage with 500-600 portfolio customers as per contact policy.

Promote digital banking services for superior customer experience.

Deepen relationships by cross-selling products like Demat, Bill Pay, and Advisory.

Monitor large account movements and ensure customer retention.

Achievement of Portfolio Parameters

Meet portfolio objectives and cross-sell products based on profiling.

Drive sales across TPP, Assets, and Cards segments.

Track FD maturity and CASA balance movements to prevent outflows.

Generate income at the customer level.

Interaction Quality

Achieve defined quality benchmarks.

Accurately capture call interactions and customer profiling.

Audit and Service Quality

Follow all systems and processes as per audit guidelines.

Ensure timely and accurate submission of financial transactions.

Update customer interactions in CRM systems.

MIS - Reporting

Submit customer base reviews and reports as requested by senior management.

Education:





Graduate.

Certifications:

None specified.

Key Competencies

Customer engagement, sales acumen, communication, digital banking promotion, relationship management.

Major Stakeholders

Customers, Virtual Relationship Banking Head, Unit Head, Region Head, Sales Managers.

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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📌 Imperia RM-VRM (Delhi)
🏢 HDFC Bank
📍 Delhi