Note
- Only Candidate with relevant Banking experience apply
- Financial or NBFC candidates can apply
Responsible for including HNI customers into the Preferred 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/c’s ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.
- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
- HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention)
- 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
- Increase wallet share
- Product Penetration & contribution towards focused product
- Customer Service
- Ensure smooth transition of handover/takeover of the portfolio
Job Types: Full-time, Regular / Permanent
Pay: ₹600,000.00 - ₹850,000.00 per year
Benefits:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Yearly bonus
Experience:
- retail banking: 5 years (Required)
- Banking Portfolio management: 3 years (Required)
Work Location: In person
Speak with the employer
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