HDFC Bank - Imperia Relationship Manager - NRI (5-10 yrs)
Job Description (caters to ultra high net worth individuals)
Managing Imperia Portfolio
- Identify existing branch customers who meet Imperia program criteria and flag them on the system to upgrade these customers under the Imperia program
- Acquire new customers who meet product criteria and flag them on the system
- Regularly interact with the customer to build rapport and understand the profile.
- Enhancing customer wallet size
- Ensure that optimal levels of Income generating Product Group Holding (IPGH) are reached. Ensure that the Customer Group profitability is achieved.
- Sales:(Acquiring, Enhancing, Deepening and Retention)
- Sale of TPP
- Increase liabilities size of relationship
- FX penetration into the portfolio
- Sales of various products like Credit Cards and Assets.
Branch Support
- Help the assigned Branches / Branch / Cluster in meeting the NR targets (SB, CIB, Value, Growth)
- Regular updates on the NR business numbers, values for the Branches
- Help the Branches with training and new product launches
Customer Services: Ensure quality customer service is delivered
Operations: Ensure certification of documentation required for opening and maintaining customer accounts
Job Specifications
Competencies:
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry.
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