Walk-In-Drive | Imperia Relationship Manager | Retail Branch Banking

JOB TITLE: Imperia Relationship Manager - Retail Branch Banking

WALK-IN-DRIVE- 1st October 2026

LOCATION - Nariman Point, South Mumbai

Experience - 8+ Years

Function- Retail Branch Banking

Role & responsibilities:

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
• 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
• Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
• Ensure KYC / AML norms are adhered to at all points of time
• Ensure that 5-S norms are adhered to for individuals workstation
• Increase in wallet  share
• Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC 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
• Product Penetration & contribution    towards focused product
• Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
• Enhance client's Customer To Group ( CTG ) level 
• Customer Service 
• Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. 
• Customer is informed about any regulatory or process change. Keep the customer updated on program features. 
• Ensure timely customer communication on requests and concerns raised.
• Proactive complaint management through feedback from customers.
• Promoting all direct banking channels and ensuring that the customer is utilizing the same
• Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out
• Ensure smooth transition of handover/takeover of the portfolio