RBB-Imperia Relationship Manager

6 - 11 Years

Job Description

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/cs ,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 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 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

Educational Qualifications Key Skills(examples listed below)



  • AMFI Certification
  • IRDA Certification
  • NCFM Certification (Optional)
  • 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.
  • Exposure to Portfolio Management segment (Imperia)

Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)

  • Customers
  • Branch Banking Team
  • Operations
  • Product Team
  • Asset Team
  • Treasury
  • Credit
  • Life / General and Health Insurance Partners
  • AMCs

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Corporate Banking

Role:Relationship Executive


Desired Candidate Profile

Please refer to the Job description above

Company Profile

RiverForest Connections Private Limited

A Leading Private Sector Bank
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Contact Company:RiverForest Connections Private Limited