RBB-IMPERIA RELATIONSHIP MANAGER
- Location Bangalore
- Experience 8-13 yrs
- Job type Full-time
- Posted 15 Oct 2026 (first seen)
- Qualification Master's
You will be taken to HDFC Bank’s own careers page to apply. Job ID S15089 - Imperia RM.
Job description
Job Title RBB-Imperia Relationship Manager
Business Unit Retail Branch Banking
Reporting To Branch Manager
Job Function and Role Type Sales & Portfolio Management, Individual Contributor, Moderate Travel
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Job Purpose Responsible for acquiring and managing HNI customers under the Imperia program, enhancing relationship profitability through cross-selling, portfolio growth, and retention. Serve as a single point of contact for financial needs, increasing wallet share and overall relationship value.
Key Responsibilities
HNW Portfolio Management Liaise with PB/Preferred RM to identify eligible customers. Acquire new customers meeting product criteria. Enhance portfolio value and maintain hygiene parameters. Cross-sell bank products based on customer needs. Achieve monthly and yearly revenue targets.
Operations, Marketing & Processes Ensure error-free documentation for account opening and instructions. Adhere to KYC/AML norms and 5-S workstation standards. Increase wallet share and cross-sell bank products. Enhance Income Generating Product Group Holding (IPGH).
Customer Service Deliver quality customer service and resolve queries within TAT. Inform customers of regulatory or process changes. Promote direct banking channels for customer convenience. Ensure smooth portfolio handover and backup support.
Education: Graduation required; Post-Graduation preferred.
Certifications: AMFI Certification, IRDA Certification, NRI Product Knowledge.
Key Competencies Sales and influencing skills, banking product knowledge, planning and organizing, communication skills, knowledge of competition and trends.
Major Stakeholders Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.
