Job Description

Responsible for including HNI customers into the Imperia program 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.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.Job Responsibilities:- 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 (ref:updazz.com)

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