Responsibilities

Managing and increasing the portfolio of existing customers mapped and build lasting relationships with

our valued Preferred customers, individuals with significant financial assets and a minimum average monthly

balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.

Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk

management plans. Proactively offer new products and services that align with their needs and contribute to

their financial growth.

Review and access the clients portfolio, to align basis market condition and client objective.

Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.

Generate leads through Catchment Working, Referrals and Working on the internal databases.

Imperia Relationship Manager