Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Interviews

Home
>
Jobs in pune
>
Dreams Solution
>
Imperia Relationship Manager

Imperia Relationship Manager

Dreams Solution

5 - 10 years

|

15 - 20 Lacs

Posted:2 hours ago| Platform:

Apply

Skills Required

hni client handling retail liabilities casa sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Location - Pune

Profile - Imperia RM

Role & responsibilities

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 o Through eligible lists provided by Product from time to time o Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio o Identifying customers through Large Transaction reports (LTR) o GMs or VPs of all Cat A companies and CSRM salary account companies o Other databases available with the RM • Acquire new customers who meet product criteria and flag them on the system o Referrals generated from existing customers o Leads generated by branch staff & personal leads o Databases • Regularly interact with the customer to build rapport and understand the profile. The profile should be captured and updated via CRA / CRMNext (wherever applicable). This profiling should be used to set customer level objectives post discussion with RBH / BM. The objectives should be tracked and reviewed as per the Branch Sales Process. • 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 o 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)

Interested candidate can share cv directly on -

9981720226

More Jobs at Dreams Solution

IDFC FIRST Bank Relationship Manager KCC

Sangareddy, Khammam, Suryapet

INR 4 - 4 Lacs

IDFC FIRST Bank Relationship Manager-BBG(Rural Business Banking)

Nabha, Samana, Barnala

INR 4 - 5 Lacs

Branch Manager

Gohana, Narnaul, Jagraon

INR 8 - 15 Lacs

Cholamandalam securities pvt ltd- Retail-RM advisor

Hyderabad, Chennai, Mumbai (All Areas)

INR 4 - 7 Lacs

Current Account Relationship Manager

Hyderabad

INR 5 - 7 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Dreams Solution

Information Technology

Tech City

RecommendedJobs for You

Imperia Relationship Manager

Dreams Solution

pune

Imperia Relationship Manager

Visakhapatnam

Imperia Relationship Manager

Bengaluru

Personal Banker Classic - Mirganj/Saran- (Gopalganj/Ekma/Marhaura )

jhanjharpur, saran, mirganj-bihar

Relationship Manager-Retail Banking-Bank

patna

Supply Chain Finance Professional

Mahasurya Ventures India Pvt Ltd

bengaluru

Financial Services Consultant

Bwise Solutions

vijayawada, guntur, hyderabad

Preferred Relationship Manager

Dreams Solution

gurugram

Imperia Relationship Manager

Dreams Solution

pune

Relationship Manager Traditional Community Banking

Dreams Solution

mumbai