Imperia Relationship Manager

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.