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Imperia Relationship Manager

6 - 11 Years


Not Disclosed by Recruiter

Posted: 47 days ago

Job Description

Urgently hiring for Imperia Relationship Manager for Ahmedabad location.

Department: Retail Liabilities

Job Description:

Overall Goal:

Is responsible for including HNI customers into the Imperia 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/cs and retaining the relationship.

Also responsible for acquiring new to Bank Imperia relationships.

So that Imperia customer will have 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

Key Result / Responsibility Areas:

  • Managing Imperia Portfolio
  • Identify existing branch customers who meet Imperia programme criteria and flag them on the system to upgrade these customers under the Imperia programme
  • Through eligible lists provided by Product from time to time
  • Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
  • Identifying customers through Large Transaction reports (LTR)
  • GMs or VPs of all Cat A companies and CSRM salary account companies
  • Other databases available with the RM
  • Acquire new customers who meet product criteria and flag them on the system
  • Referrals generated from existing customers
  • Regularly interact with the customer to build rapport and understand the profile.
  • Basis the profile, a contact plan should be drawn and customer contacted.
  • Contact report should be updated in CRMNext / CCM.
  • Incase there is an update in the profile of the customer, then the same should be updated in CRA / CRMNext.
  • Enhancing customer wallet size
  • Ensuring that customers make us their primary bank
  • By managing his / her wealth
  • Knowing about where all the customer is currently banking and moving him to our Bank
  • Ensuring that customer scope is done and products targeted accordingly
  • Sales to family members and associates (all network)
  • Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio
  • By grouping them with their family members who already hold accounts with us
  • By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us
  • Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
  • Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs
  • Ensure that the customer uses the products sold to him
  • Ensure that the Customer Group profitability is achieved
  • Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above
  • Cross selling appropriate products to the customers and activating usage.
  • Enhance Values within each of the customer groups by ensuring that a/cs are activated and FDs are sold to all customers (as per profile)
  • Retain the customer via the experience offered.

Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Channel Sales
Role: Client Relationship Manager
Employment Type: Full Time, Permanent

Desired Candidate Profile

PG - MBA/PGDM - Any Specialization

Company Profile

Forret India Private Limited
Into Recruitment
View Contact Details+
Contact Details

Recruiter Name:Mrunalini Amen

Contact Company:Forret India Private Limited