Job Title Relationship Manager Location: Bangalore, M.G. Road Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large promoter families of the country. You should have ample experience in the Wealth Management space or should have strong connects and relationships with the relevant client pool. You will be working with a highly motivated and productive team which has been a trendsetter in the MNC Wealth Management space. Wealth Management is responsible for the sales, advisory and management of the wealth management client portfolio. Work includes: Providing financial advice and implementing financial planning recommendations for high net-worth clients Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment Buying and selling stock on behalf of the client Managing investments Building client relationships and actively engaging in client acquisition Addressing client needs through effective application of bank products Referring clients to other areas of the bank to expand their banking relationship Assuring service quality and client satisfaction Complying with all bank policies and procedures Maintaining current knowledge of all banking products What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Understanding the DB platform capabilities and mapping these with requirements of key large potential/prospects. Prospecting to and On boarding your key client relationships to the DB WM platform Imbibe the DB values and culture and demonstrate these both in spirit and letter. Ensure all regulatory and internal trainings/disclosures and KYC requirements are done timely Share best practices from competition firms and help in strengthening DB product and services platform Your skills and experience You should ideally have work experience of 15-20 years in the Wealth Management space. We are open to looking at potential candidates from the corporate/investment banking, who can leverage their expertise and bring in WM opportunities prevalent in these two areas. You should have actively managed about 20-30 relevant clients. The managed AUM should be in the range of INR 800-1500 crores yielding revenues of 8-15 crores. We are also open to senior team leads coming in with team size of 2-3 people. The team delivery should be about 15 crores of revenue. How we’ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm l

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Across Bangalore - Halasuru, V V Puram, Church Street, Frazer Town & Cambridge Road - Ulsoor Branch Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 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 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 : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share 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 Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same 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 Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills 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@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank No 5/1 , Ground Floor, Prestige Terraces, Union Street Infantry Road,, Bengaluru 560001 (Branch Code - 1268) Date: 27th May 2025 (Tuesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Across Bangalore - Frazer Town & Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. 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) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share 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 Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same 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 Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills 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@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank No 5/1 , Ground Floor, Prestige Terraces, Union Street Infantry Road,, Bengaluru 560001 (Branch Code - 1268) Date: 27th May 2025 (Tuesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Relationship Manager – Premium Accounts Handles premium clients, offers tailored banking solutions, ensures top-tier service, and drives product sales. Focuses on relationship building, portfolio growth, and client retention.

Meet with potential clients and grow long-lasting relationships that address their needs Recruit sales representatives, set objectives, train and coach them, and monitor their performance HR Mukthi (8469483673) Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

* Build & lead sales team for new business * Interact with customers, provide product information * Build strong relationship with customer to identify their needs * Collaborate with teams for revenue growth * Maintain accurate sales records Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age criteria 24 to 39 Last company Documents Mandatory (Offer & Relieving) HR Neha (8488981861) neha.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Create and execute sales strategies that align with business goals to drive revenue growth Lead, motivate, and manage the sales team Identify new business opportunities through market research and competitive analysis HR Mukthi (8469483673) Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Handling walk-in customer of branch. Pitched company product to customer. Maintain relationship with clients & customers. Handel bank's customers & Generate banking product business. Providing regular updates of products. Handle sales team. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. HR Roshani - 8469535782 roshani.sresthinfo@gmail.com Perks and benefits On Roll Job Incentives + Allowances

Meet with potential clients & grow long-lasting relationships that address their needs Recruit sales representatives, set objectives,train and coach them, and monitor their performance Identify knowledge gaps within the team HR Mukthi (8469483673) Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Post : Sales Team Leader • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Post : Senior Relationship Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 2 YRS of experience in Field Sales / Banking /Finance / Insurance Sales • Good Communication skills • Age : 22 to 34 Years • Contact :78619 85887 HR Janak Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Designation : Sales Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • Age : between 21 to 34 Contact : 90819 37721 HR Rutvika Perks and benefits Incentives + Appraisal + PF + Promotions

Expand and strengthen the agency network Develop and implement sales strategies Conduct market research to identify growth opportunities Provide leadership and guidance to clients Ensure adherence to company policies and compliance standards. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Post : Business Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 2 YRS of experience in Any Sales / Banking /Finance / Insurance Sales • Good Communication skills • Age : 22 to 34 Years • Contact : 87349 41770 HR Sweta Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Must have 2yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 34 YRS Call OR WhatsApp : 84011 93616 HR Nirali Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Development Manager Lead a high-performing sales team Drive and achieve sales targets Develop and maintain client relationships Conduct market research for business opportunities Collaborate with cross-functional teams. Required Candidate profile • Graduation Must • Must have 2 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 97140 76279 HR Aarti Perks and benefits Incentive + PF + Mobile with Several

Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide proper training and guidance to team members. Motivate them to achieve sales targets. Manage sales of other banking products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Post : Sales Team Leader • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 9904195437 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 38 YRS Call OR WhatsApp : 9904195437 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several

• Drive sales directly through company leads and walk-in customers. • Manage the end-to-end sales process with a focus on customer experience. • Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance / NBFC / CASA • Age : 22 to 34 YRS Contact : 9714602190 HR Dhruvraj Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Identify & develop business by networking within the community Schedule & conduct meeting with potential client Build & maintain relations with clients to foster trust & customer satisfaction exceed sales targets established by management HR Roshani Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - roshani.sresthinfo@gmail.com M - 8469535782( HR Roshani) Perks and benefits On roll Job Incentives + Allowances

• Drive sales directly through company leads and walk-in customers. • Manage the end-to-end sales process with a focus on customer experience. • Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Any Sales / Banking /Finance / Insurance Sales • Good Communication skills • Age : 22 to 32 Years • Contact : 72850 82842 HR Sejal Perks and benefits Incentive + PF + Mobile with Several

We are hiring BRM with one of the leading banks in PAN India to Manage Customer walking at the Branch. - To Manage the CASA sales through assigned Bank - Achieve sales Goals - To close the leads provided by the company - Handle the walk-in customer

Post : Sales Team Leader Drive life insurance sales through direct channels like calls, digital leads, and walk-ins. Convert leads, achieve targets, and deliver excellent customer service with no intermediary involvement. Required Candidate profile • Must have 1yr of experience in Field Sales / Banking/ Loan / CASA / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 32 YRS Call OR WhatsApp : 7201064237 HR Ruchita Perks and benefits Incentive + PF + Mobile with Several