Preferred Relationship Manager

Job Title : Preferred Relationship Manager

Team : Retail Branch Banking

Ctc : Upto 25lpa

Job Purpose

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.

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.

Responsibility Areas : 6 – 8 Areas
• 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
• 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
• 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
• Increase in wallet share
• Customer Service

Experience Required:
• Minimum experience in years – 6 to 8

Exposure to Portfolio Management segment (Preferred