Imperia Relationship Manager - NRI

lmperia relationship manager NRI

Job Description (caters to ultra high net worth individuals)

Managing Imperia Portfolio :

- Identify existing branch customers who meet Imperia program criteria and flag them on the system to upgrade these customers under the Imperia program

- Retain the NRI Imperia client and ensure A Bank as their primary or only Banker.

- Acquire new customers who meet product criteria and flag them on the system

- Regularly interact with the customer to build rapport and understand the profile.

- Enhancing customer wallet size

- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Ensure that the Customer Group profitability is achieved.

- Ensure Growth in Liability base of the portfolio

Sales : (Acquiring, Enhancing, Deepening and Retention)

- Sale of TPP

- Increase liabilities size of relationship

- FX penetration into the portfolio

- Sales of various products like Credit Cards and Assets.

Branch Support :

- Help the assigned Branches / Branch / Cluster in meeting the NR targets (SB, CIB, Value, Growth)

- Regular updates on the NR business numbers, values for the Branches

- Help the Branches with training and new product launches

Customer Services : Ensure quality customer service is delivered

Operations : Ensure certification of documentation required for opening and maintaining customer accounts