Imperia Relationship Manager-retail Branch Banking

2 weeks ago


Mumbai, India MintSkill HR Solutions Full time

Job PurposeResponsible for including HNI customers into the Imperia programme and offering them a superior customerexperience to enhance the profitability of the relationship by increasing the relationship size cross selling theright products acquiring family a cs retaining and enhancing the relationship The RM is also responsible foracquiring new to Bank Imperia relationships To be a one point contact for all his financial needs and services thus enhancing current relationship value andwallet share which will further increase profitability from these relationships Job Responsibilities 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 Increase in wallet share Product Penetration contribution towards focused product Customer Service RequirementsEducational Qualifications Graduation Post-GraduationCertifications AMFI Certification IRDA Certification NCFM Certification Optional Key Skills Sales and Influencing Skills Banking Product Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition Current trends in financial Industry Experience Required Minimum experience in years 4 to 10 yr Exposure to banking preferable BenefitsE3-E4 Grade and opportunity to earn around 36 Lac of Performance Linked Incentive Benefits like Gratuity Subsidized loan for Home Vehicle and Personal are additional benefits apart from Salary


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