Imperia RM
HDFC Bank · Posted Oct 29
Commercial banking, retail banking, credit card, loan, and treasury services
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About the role
HDFC Bank is India's largest private sector bank, serving over 92 million customers with retail, business, and corporate banking products, and strengthened by its 2023 merger with HDFC Ltd in housing finance. The Imperia Relationship Manager role sits within affluent/priority banking, managing a portfolio of high-net-worth customers with personalized banking, investment, and lending solutions. The role involves customer meetings, relationship building, cross-selling bank products, monitoring account activity, and ensuring compliance and service resolution.
What you will do
- The Imperia RM is responsible for managing and growing a portfolio of high-net-worth customers, providing personalized banking, investment, and lending solutions aligned with their financial goals.
- This role involves regular customer meetings, proactive relationship building, cross-selling relevant bank products, and ensuring timely resolution of service requests.
- The Imperia RM monitors account activity, identifies opportunities to deepen wallet share, and coordinates with internal teams to deliver seamless service and timely transactions.
- The position also requires adherence to regulatory guidelines, internal controls, and compliance standards while maintaining high levels of customer satisfaction and portfolio profitability.
Skills used in this role
What the employer is looking for
- Strong relationship management, customer service, and stakeholder engagement skills suited to serving high-net-worth clients.
- Sound knowledge of retail banking products, lending solutions, investment and wealth management offerings, and cross-selling practices.
- Ability to analyze customer portfolios, assess financial needs, and provide suitable recommendations while managing risk.
- Proficiency in using core banking systems, CRM tools, and digital channels for account servicing, reporting, and documentation.
- Excellent communication, negotiation, and presentation skills, with the ability to handle confidential information responsibly.
- Bachelor’s degree in finance, commerce, business, or a related field; relevant certifications in wealth management or financial planning are an advantage.
- Prior experience in relationship management or priority/affluent banking will be highly beneficial.
- Ability to work in a fast-paced environment, meet business targets, and comply with regulatory and bank policies consistently.
Benefits and support
- Compensation and benefits are detailed in the job posting
About HDFC Bank
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and market capitalization, offering a wide range of financial products including retail banking, wholesale banking, and treasury operations.
- Industry
- Banking
- Company size
- 211535 employees
- Founded
- August 1994
- Location
- Mumbai, Maharashtra, India
- Funding stage
- Public Company
Leadership
Sashidhar Jagdishan
Managing Director and Chief Executive Officer
Srinivasan Vaidyanathan
Chief Financial Officer
Ramesh Lakshminarayanan
Chief Information Officer
Vibhash Naik
Chief Human Resources Officer
Recent coverage
Business Today
HDFC Bank Shares Down 30% in 2026: FPI Love for India's Largest Bank Wanes Amid Margin Pressures2026-10-22
India Today
HDFC Bank Probe Finds Two Senior Executives Leaked Confidential Information2026-10-21
India News Network
HDFC Bank Launches Investigation into Alleged Data Breach by Executives2026-10-22
The Times of India
HDFC Bank Probes 2 Executives for Leak of Sensitive Information2026-10-22