Imperia Clients RM - Bangalore - Interview on 23rd Sep'26 (Wednesday)

HDFC Bank Limited

Bengaluru

On-site

INR 900,000 - 1,200,000

Full time

9 days ago

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Job summary

HDFC Bank Limited in Bengaluru invites applications for Imperia Relationship Manager in Retail Branch Banking. You will be the single point of contact for high net worth clients in the Imperia/ Preferred programme, aiming to grow wallet share and profitability through personalized advisory and cross-selling.

The role emphasizes acquiring new Imperia relationships, maintaining high service standards, and coordinating with internal teams to deliver a premium banking experience to affluent

Qualifications

Graduation with relevant sales/relationship experience.
Post-Graduation in finance or business preferred.
Certifications in AMFI/IRDA/NCFM advantageous.

Responsibilities

Liaise with Imperia/PB/Preferred RM to flag eligible customers.
Acquire new customers meeting product criteria.
Regular interaction to build rapport and update profiles.
Increase portfolio value and maintain quality hygiene.
Cross-sell bank products based on customer needs.
Ensure accurate documentation and KYC/AML compliance.
Promote direct banking channels and coordinate with TBH/BM.
Manage handover/takeover of portfolios smoothly.

Skills

Sales and Influencing Skills

Banking Product Knowledge

NRI Product Knowledge

Planning and Organizing Skills

Good Communication Skills

Market Awareness

Education

Graduation

Post-Graduation

Tools

AMFI Certification

IRDA Certification

NCFM Certification

Job description

Job Locations: Marathahalli & Marathahalli Junction

Interview Venue : HDFC Bank No.7/3, Opposite RMZ Infinity, next to Gopalan Mall, Old Madras Road, Bangalore 560016 (Branch Code -2047)

Date: 23rd September 2026 (Wednesday)

Time 10:00 AM to 01:00 PM

Job Location: EPIP & International Tech Park (IT Park)

Interview Venue : HDFC Bank, No 1/1, Old No 118, Whitefield Main Road, Opposite To Reliance Fresh, Whitefield, Bangalore560066 (Branch Code - 2377)

Date: 24th September 2026 (Thursday)

Time 10:00 AM to 01:00 PM

Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Kindly ignore if you have already given an interview with HDFC Bank in the last 6 months

Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB

Job Title : Imperia Relationship Manager

Business Unit (PA) : Retail Branch Banking

Team : Retail Branch Banking

Reports to (job) :Branch Manager/ Head Relation Banking

Job Fn : Sales & Portfolio Management Role Type: IC

Job Purpose

Responsible for including HNI customers into the Imperia/ 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/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ 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.

Key Responsibility Areas : 6 8 Areas

Activities

Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ 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 individual's 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.
The 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

Educational Qualifications

Key Skills ( examples listed below)