Imperia Relationship Manager

We are hiring an experienced Imperia Relationship Manager to manage and grow a premium portfolio of High Net-Worth (HNI) clients. The role involves relationship deepening, wealth advisory, liability growth, and delivering best-in-class banking solutions to elite customers.

Key Responsibilities

• Manage and service a portfolio of Imperia / HNI clients.
• Drive revenue through CASA, investments, and third-party wealth products.
• Acquire new Imperia clients through referrals and networking.
• Conduct regular portfolio reviews and financial planning discussions.
• Ensure high levels of customer satisfaction and retention.

Eligibility Criteria

• Graduate/Postgraduate (Finance, Commerce, MBA preferred).
• 5+ years of experience in Wealth Management / Retail Liabilities / HNI Relationship Management.
• Strong understanding of liability products and investment solutions.