Verified Job
Accounting - Finance
Preferred Relationship Manager
Accounting - Finance
#340944
Remote / WFH
Job Description
Preferred Relationship Manager
Roles & Responsibilities
Responsible for including HNI customers in the Preferred 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/cs, retaining and enhancing the relationship. The RM is also responsible for
acquiring new 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
Roles & Responsibilities
Responsible for including HNI customers in the Preferred 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/cs, retaining and enhancing the relationship. The RM is also responsible for
acquiring new 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
