Imperia Relationship Manager

Company Description

HDFC Bank Limited, headquartered in Mumbai, is Indias largest private sector bank by assets and the worlds fifth-largest bank by market capitalization as of August 2023. Following its merger with its parent company HDFC, the bank holds a market capitalization of $150 billion, making it the third-largest company on Indian stock exchanges as of September 2023. With nearly 1.73 lakh employees, HDFC Bank is the sixteenth-largest employer in India, offering extensive financial services backed by its strong reputation, innovation, and commitment to excellence.

Role Description

This is a full-time on-site role located in Pune for an Imperia Relationship Manager at HDFC Bank. The role involves building and maintaining long-term relationships with high-value clients while providing personalized banking and investment services tailored to their specific requirements. The manager will proactively identify potential customers, ensure superior customer service, achieve assigned financial targets, offer advice on financial products, and collaborate closely with teams to deliver a seamless banking experience.

Qualifications

• Excellent communication, interpersonal, and relationship management skills
• Knowledge of financial products, investment strategies, and wealth management services

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  Strong organizational, planning, and negotiation abilities
• Experience in customer service and sales in the banking or financial institution sectors
• Proficiency with banking software, CRM systems, and financial reporting tools
• Analytical and problem-solving skills to assess customer needs effectively
• Understanding of regulatory requirements and compliance standards in banking
• Graduation or a post-graduate degree in finance, business administration, or related fields
• Relevant certifications in banking, investment advisory, or financial planning are an advantage