Imperia Relationship Manage

2 weeks ago

Goa, India looper development Services privet limited Full time

**Job Title : RBB-Imperia Relationship Manager**

**Business Unit (PA) : Retail Branch Banking**

**Team : Retail Branch Banking**

**Reports to (job) :Branch Manager**

**Job Purpose**

Responsible for including HNI customers into the Imperia 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**

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 bank based 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

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹700,000.00 - ₹1,200,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Yearly bonus

Ability to commute/relocate:

- Velha Goa, Goa: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- B2C Direct Sales: 5 years (preferred)
- Banking industries: 5 years (preferred)
- Insurance sales: 5 years (preferred)
- total work: 10 years (preferred)

**Speak with the employer**
+91 9219653837

  • Rbb-rm Service

    1 week ago

    Goa, India star4rall IT solutions Full time

    **Job Title**:RBB-RM Service (Relationship Manager)** **Location: Bangalore / Goa** **Employment Type: Permanent role** **Client: HDFC Bank** **Experience: 6 - 8 years** - _ 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 Manager

    4 weeks ago

    Goa, India Na Full time

    It's a FIELD SALES role completelyJob Objective & Key Result AreasBuild healthy relationships with hotel ownersDeliver good hotel ownership and customer experienceAct as a point of contact for hotel owners for operations support & escalationsHelp hotel owners manage their portfolio network, improve revenue performance, solve issues, retain them, and drive...

  • Relationship Manager

    4 weeks ago

    Goa, India Na Full time

    It's a FIELD SALES role completelyJob Objective & Key Result AreasBuild healthy relationships with hotel ownersDeliver good hotel ownership and customer experienceAct as a point of contact for hotel owners for operations support & escalationsHelp hotel owners manage their portfolio network, improve revenue performance, solve issues, retain them, and drive...

  • Branch Sales Relationship Manager

    2 months ago

    Goa, India Kotak Securities Full time

    ResponsibilitiesResponsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets...

  • Branch Sales Relationship Manager

    2 months ago

    Goa, India Kotak Securities Full time

    Responsibilities Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving...

  • Branch Sales Relationship Manager

    2 months ago

    Goa, India Kotak Securities Full time

    ResponsibilitiesResponsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets...

  • Customer Relationship Executive

    6 days ago

    Goa, India Real Budget Full time

    **Key Responsibilities**: - **Client Communication**: - Serve as the primary point of contact for clients, addressing their inquiries, concerns, and requests promptly and professionally. - **Client Relationship Management**: - Build strong, long-lasting relationships with clients by understanding their needs, preferences, and expectations. - Maintain...

  • Working Capital Relationship Manager

    3 weeks ago

    Goa, India Waytogo Consultants Full time

    To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.Work closely with Branch Banking teams for new customer addition.To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the...

  • Customer Relationship Executive

    2 months ago

    Goa, India Power Engineering (India) Pvt. Ltd Full time

    **CUSTOMER RELATIONSHIP EXECUTIVE** **The Customer Relationship Executive shall support to DGM Telecom for various activities to help him in ensuring: -** - Call every new Customer both from Domestic & International Markets, after the product is supplied to them, and enquire about product delivery, commissioning, and performance. - For every old Customer,...

  • Relationship Sales Executive

    1 month ago

    Goa, India Power Engineering (India) Pvt. Ltd Full time

    **CUSTOMER RELATIONSHIP EXECUTIVE** **The Customer Relationship Executive shall support to DGM Telecom for various activities to help him in ensuring: -** - Call every new Customer both from Domestic & International Markets, after the product is supplied to them, and enquire about product delivery, commissioning, and performance. - For every old Customer,...

  • Branch Sales Relationship Manager

    2 months ago

    Old Goa, India Kotak Securities Full time

    ResponsibilitiesResponsible for new client acquisition, building new relationships and deepening relationships with the existing clientsWill be responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Responsible for achieving targets as...

  • Customer Relationship Associate goa

    4 weeks ago

    Goa, India Fabindia Overseas Pvt. Ltd Full time

    Profile: Customer Relationship Associate Location: Goa - Panjim/Mapuca/Airport Education: 12th Min. Roles & Responsibility: - Sales - Inventory Management - Section display - Damage Control - Communication Salary - Rs. 13,000 to Rs.15, 000 (monthly take home) based on education & work experienc Pay: ₹13,000.00 - ₹15,000.00 per...

  • Customer Relationship Associate goa

    4 days ago

    Goa, India Fabindia Overseas Pvt. Ltd Full time

    Profile: Customer Relationship Associate Location: Goa - Panjim/Mapuca/Airport Education: 12th Min. Roles & Responsibility: - Sales - Inventory Management - Section display - Damage Control - Communication Salary - Rs. 13,000 to Rs.15, 000 (monthly take home) based on education & work experienc **Salary**: ₹13,000.00 - ₹15,000.00 per...

  • Contracting Manager

    2 months ago

    Goa, India HBX Group Full time

    HBX Group is a leading B2B ecosystem player in the TravelTech space, connecting and empowering businesses in the ever-evolving world of travel. We drive growth for our clients and partners while removing friction from the end-to-end travel experience. Our cloud-based technology platforms offer fast and reliable access to a unique portfolio of travel products...

  • Contracting Manager

    2 months ago

    Goa, India HBX Group Full time

    HBX Group is a leading B2B ecosystem player in the TravelTech space, connecting and empowering businesses in the ever-evolving world of travel. We drive growth for our clients and partners while removing friction from the end-to-end travel experience. Our cloud-based technology platforms offer fast and reliable access to a unique portfolio of travel products...

  • Assistant Manager

    2 weeks ago

    Goa, India Marriott International Full time

    Job Number Job Category Sales & MarketingLocation Le Meridien Goa Calangute, Aguada Siolim Road, Calangute, Goa, Goa, India VIEW ON MAP Schedule Full-TimeLocated Remotely? NRelocation? NPosition Type ManagementJOB SUMMARYThe position assists with the soliciting and handling of sales opportunities. Ensures business is turned over properly and in a timely...

  • Sales Manager

    2 weeks ago

    Goa, India Marriott International Full time

    Job Number Job Category Sales & MarketingLocation Le Meridien Goa Calangute, Aguada Siolim Road, Calangute, Goa, Goa, India VIEW ON MAP Schedule Full-TimeLocated Remotely? NRelocation? NPosition Type ManagementJOB SUMMARYThe position is accountable for proactively soliciting and handling sales opportunities. Ensures business is turned over properly and in a...

  • Assistant Manager

    1 month ago

    Goa, India Marriott International Full time

    Job Number Job Category Sales & MarketingLocation Le Meridien Goa Calangute, Aguada Siolim Road, Calangute, Goa, Goa, India VIEW ON MAP Schedule Full-TimeLocated Remotely? NRelocation? NPosition Type ManagementJOB SUMMARYThe position assists with the soliciting and handling of sales opportunities. Ensures business is turned over properly and in a timely...

  • Sales Manager

    1 month ago

    Goa, India Marriott International Full time

    Job Number Job Category Sales & MarketingLocation Le Meridien Goa Calangute, Aguada Siolim Road, Calangute, Goa, Goa, India VIEW ON MAP Schedule Full-TimeLocated Remotely? NRelocation? NPosition Type ManagementJOB SUMMARYThe position is accountable for proactively soliciting and handling sales opportunities. Ensures business is turned over properly and in a...

  • Sales Manager

    2 months ago

    goa, India Marriott Hotels Resorts Full time

    JOB SUMMARY The position is accountable for proactively soliciting and handling sales opportunities. Ensures business is turned over properly and in a timely fashion for proper service delivery. Assists in leading all day-to-day activities related to sales with a focus on building long-term, value-based customer relationships that enable achievement of...