Job Title Retail Branch Banking - Imperia Relationship Manager
Category Banking
Location Hdfc Bank
Company Hdfc Bank
Description Key Responsibilities

1. Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

2. Managing and increasing the portfolio of existing customers mapped & play a crucial role in building and nurturing relationships with our valued Imperia customers, high-net-worth individuals and families seeking personalized service and tailored financial solutions.

3. Managing a minimum of 125 groups and book size greater than 40 Cr.

4. Managing customer life cycle. Eg: Upgrading groups eligible for Imperia & racing Classic groups eligible for Preferred overall customer experience management.

5. Deep focus on intricate wealth management, financial planning and specialized advisory services

6. Tracking racing benchmark & Quality of Racing in Preferred, Program Eligibility criteria and Family banking & KeyProduct Penetration : Asset , Card and Investment.

7. Recommend tailored financial solutions,including investment strategies,asset allocation,and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth.

8. Conduct frequent field visits to engage with clients while ensuring touch base with each client at least once in 2 months and mandate joint visits in a month.

9. Adherence of KYC/AML in true spirit while acquisition of new accounts.

10. Monthly revenue generation from various bank products viz. FD, Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance. Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance
Salary New Delhi( Rajouri garden, Rohini, Naraina Industrial Area Phase 1, Mayapuri ), Gurugram
Last Date 2026-02-15 00:00:00
Apply Link Click Here