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Role description
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Job Title
RBB-Imperia Relationship Manager
Business Unit
Retail Branch Banking
Reporting To
Branch Manager
Job Function and Role Type
Sales & Portfolio Management, Individual Contributor, Moderate Travel
Version No
Position purpose
Tasked with acquiring and overseeing HNI clients 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 Responsibilities
HNW Portfolio Management
Liaise with PB/Preferred RM to identify eligible clients.
Acquire new clients meeting product criteria.
Enhance portfolio value and sustain hygiene parameters.
Cross-sell bank products based on client needs.
Reach monthly and yearly revenue targets.
Operations, Marketing & Processes
Make sure 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).
Client Service
Deliver quality client service and resolve queries within TAT.
Inform clients of regulatory or process changes.
Promote direct banking channels for client convenience.
Make sure smooth portfolio handover and backup back up.
Education:
Graduation required; Post-Graduation preferred.
Certifications:
AMFI Certification, IRDA Certification, NRI Product Knowledge.
Key Competencies
Sales and influencing capabilities, banking product knowledge, planning and organizing, communication capabilities, knowledge of competition and trends.
Major Stakeholders
Clients, Branch Banking Group, Operations, Product Group, Asset Group, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.
This opening is for the Investment Analytics Manager-Wealth position in Mumbai.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 8 - 19 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Investment Analytics Manager-Wealth at HDFC Bank.
This role requires around 8 - 19 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.