About the role
Greeting from HDFC Bank!!
We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore
Please apply on below link before attending interview
https://h.ripplehire.com/s/e7Xt
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: 10th September 2026 (Thursday)
Time 10:00 AM to 01:00 PM
Job Locations: Marathahalli & Marathahalli Junction
Interview Venue : HDFC Bank No.56, Sai Arcade, Opposite Intel, Marathahalli, Sarjapur Ring Road, D.B Halli, Bangalore-560103 (Branch Code -1756) Landmark - Passport Seva Kendra
Date: 16th September 2026 (Wednesday)
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
HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
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Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio
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Acquire new customers who meet product criteria
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Regular interaction with the customer to build rapport to understand and update the profile.
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Enhance the Overall value/book size of the portfolio
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Maintain the overall quality / hygiene parameters of the portfolio
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Cross selling products of the bank based on the customer need
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Joint calls being done along with Supervisor as per defined process
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Advisory services to be offered based on the requirement in coordination with PBG.
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Attrition control of customers
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Achieving MTD and YTD Revenue Targets
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Operations, Marketing & Processes
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Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
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Ensure KYC / AML norms are adhered to at all points of time
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Ensure that 5-S norms are adhered to for individual's workstation
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Increase in wallet share
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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
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Sales to family members and associates (all network)
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Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
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Product Penetration & contribution towards focused product
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Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
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Enhance client's Customer to Group (CTG) level
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Customer Service
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Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
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The customer is informed about any regulatory or process change. Keep the customer updated on program features.
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Ensure timely customer communication on requests and concerns raised.
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Proactive complaint management through feedback from customers.
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Promoting all direct banking channels and ensuring that the customer is utilizing the same
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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
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Ensure smooth transition of handover/takeover of the portfolio
Educational Qualifications
**Key Skills (**examples listed below)
- Graduation
- Post-Graduation
Certifications:
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AMFI Certification
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IRDA Certification
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NCFM Certification (Optional)
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Sales and Influencing Skills
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Banking Product & Process Knowledge
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NRI Product and Regulatory Knowledge
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Planning and Organizing Skills
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Good Communication skills
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Knowledge of Competition & Current trends in the financial Industry**.**
Experience Required:
- Minimum experience in years 2 to 6
- Exposure to Portfolio Management segment (Preferred)
Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)
- Customers
- Branch Banking Team
- Operations
- Product Team
- Asset Team
- Treasury
- Credit
- Life / General and Health Insurance Partners
- AMCs
- HDFC Securities
Please share updated resume on abhaikumar.srivastava@hdfc.bank.in with following details
Current CTC :
Expected CTC :
Current Location :
Preferred Location :
Notice Period to join :
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
Please apply on below link before attending interview
https://h.ripplehire.com/s/e7Xt
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: 10th September 2026 (Thursday)
Time 10:00 AM to 01:00 PM
Job Locations: Marathahalli & Marathahalli Junction
Interview Venue : HDFC Bank No.56, Sai Arcade, Opposite Intel, Marathahalli, Sarjapur Ring Road, D.B Halli, Bangalore-560103 (Branch Code -1756) Landmark - Passport Seva Kendra
Date: 16th September 2026 (Wednesday)
Time 10:00 AM to 01:00 PM
Warm Regards,
Abhai Srivastava
Recruitment Specialist - RBB South2
abhaikumar.srivastava@hdfc.bank.in
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