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Job Overview



Job Role

Investment Banking

Functional Area

Investment Banking, Private Equity & VC

Work preferred

Work from Office


Min Experience

4 Years

Max Experience

8 Years


Roles and Responsibilities Job Purpose Responsible for including HNI customers into the Preferred 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’s ,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 – 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) 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 bankbased 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 Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Increase in wallet share 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 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 Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer To Group ( CTG ) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same 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 Ensure smooth transition of handover/takeover of the portfolio Role: Relationship Manager Salary: Not Disclosed by Recruiter Industry: Banking Functional Area BFSI , Investments & Trading Role Category Life Insurance Employment Type: Full Time, Permanent Key Skills Advisory Services Portfolio Management Cross Selling Customer Experience Relationship Management Finance Retail Branch Banking RM Operations Marketing Education UG: Any Graduate Company Profile Forret India Private Limited Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India's leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them. Company Info Recruiter Name: Vishal Varma Contact Company: Forret India Private Limited Telephone: +91-XXXXXXXXXX Website: