717 Private Banking Jobs - Page 3

Responsibilities: * Manage HNIs' wealth through portfolio management & investment advice * Acquire new clients with trading knowledge & MF expertise * Oversee client relationships, ensuring satisfaction & growth

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

We are looking for a skilled Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 3 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their mortgage needs and provide tailored solutions. Conduct thorough analysis of client financial situations to determine the best course of action. Collaborate with internal teams to ensure seamless execution of mortgage loan processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with industry trends and competitor activity to identify new business opportunities. Achieve sales targets and contribute to the growth of the bank's retail mortgage portfolio. Job Requirements Proven experience as a Relationship Manager in retail mortgages or a related field. Strong knowledge of mortgage products, including features, benefits, and risks. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze complex financial data and make informed decisions. Strong problem-solving skills to resolve client issues and concerns. Experience working in a fast-paced environment and meeting sales targets.

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest level Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings Ensure training and certifications as per the Banks policies and regulatory requirements Awareness of and compliance to all policies and procedures of the Bank Interested Candidates Pls share your updated CV to Balaji.sivaraj@indusind.com or Whatsapp your CV to 9884753923

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Ankleshwar. Job Location: Ankleswar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Vadodara. Job Location: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Zonal Office - 2nd Floor, Kanha Capital, RC Dutt Rd, Alkapuri Society, Alkapuri, Vadodara - 390007 Date: 25th Jul'25 (Friday) Time 11:00 AM to 04:00 PM

Relationship Manager- sales manager in a bank is responsible for selling bank products to its Retail customers. They can be involved in the selling of Credit Cards, Bancassurance (insurance provided by banks), CASA (Current Account, Savings Account).

As a Business Clients Area Advisor at Deutsche Bank, located in Bangalore, India, you will play a crucial role in the Branch Banking segment, which serves a diverse range of customers through various channels such as Personal Banking, Private Banking, and Business Banking. In this role, you will work closely with the Head Relationship Manager to execute successful micro-events for acquiring new Corporate Salary Account clients. You will be responsible for acquiring new accounts from group companies and referrals from existing customers. Additionally, you will focus on building and deepening relationships with clients to ensure consistent growth of the Savings portfolio and maximize penetration of Investment & Insurance sales. Your responsibilities will also include monitoring high net worth accounts, resolving service hurdles, and ensuring top-class service delivery to clients. To excel in this position, you should have 5-10 years of experience in Private Banking as a Corporate Salary Account Relationship Manager. You must be comfortable with sourcing business through open market channels and possess excellent communication skills in English. Your role will also involve adhering to compliance norms, promoting alternate channels, and providing feedback on changing customer needs to the Product and Service Quality teams. At Deutsche Bank, we offer a supportive environment with training, development, coaching, and flexible benefits to help you excel in your career. We value a culture of continuous learning, collaboration, and empowerment, where employees are encouraged to act responsibly, think commercially, and take initiative. Join us at Deutsche Bank Group and be part of a positive, fair, and inclusive work environment where we celebrate the successes of our people. Visit our company website for more information: https://www.db.com/company/company.htm.,

We are Hiring!! This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to on-board professionals who meet the following criteria: 1. Prior experience in managing high net-worth clients, preferably in banking, wealth management, or premium customer service roles, Hospitality, Aviation, Concierge services etc. 2. Exceptional communication skills, both verbal and written. 3. Well-presented and professional demeanor, as the role may involve in-person client interactions. We are currently looking for 5-6 candidates, majorly females, and the base location will be JMD Gurgaon.. Operating window of the desk will be 24*7. It will be an HRO model. Experience- 2 years minimum/ Graduate Process RBL Bank Business Model HRO (HNI Desk) Location – JMD Megapolis , Unit no 306- 311, 2nd Floor, Sector 48, Sohna Road, Gurgaon Candidates Required – 4 (Female Only) Operating Window – 24*7 C1 Candidate Only Interested candidates can share their resume to Tripti 6001395054 (Whatsapp only)

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Life & General Insurance, and Tax Planning. Deliver personalized investment advisory based on risk profiling and financial goals of clients. Onboard and migrate a minimum book size of 20 Crores within a defined timeline. Cross-sell a wide range of financial products and services. Maintain high levels of client servicing standards to ensure long-term relationship and client satisfaction. Regular portfolio reviews and market updates to clients. Coordinate with internal teams (Research, Product, Operations) for seamless service delivery. Desired Candidate Profile: Current Role: Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM (mandatory). Experience: 5-15 years in wealth management or private banking domain. Must have strong understanding of financial instruments and market dynamics. Proven track record of managing and growing HNI/UHNI client base. Excellent communication, interpersonal, and relationship-building skills. Strong compliance and risk awareness. Ability to transition a minimum book size of 20 Cr. Preferred Background: Candidates from top-tier banks, NBFCs, and wealth management firms. Certified Wealth Managers (CWM), CFPs, or those with AMFI/NISM certifications will be given preference. Perks and Benefits: Attractive incentive structures Opportunity to work with a leading name in private wealth management Career growth in high-performing team environment Access to premium investment products and global investment opportunities for clients

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market Feedback to Investments team on Distributor/ Investor queries on Funds/Products Preferred candidate profile MBA (Finance/ CFA/CFP) 4 to 7 yrs of experience only from bankign and NBFC and specifically from wealth Management team Communication Skills, Analytical skills, Sales techniques, Product & Market Knowledge, Interpersonal skills, Understanding of Macro and micro Economics, Understanding of Capital Market & IPRU as well as Competition products

Looking for Preferred RM Head for Mumbai location. Job Description for Preferred RM Head: SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory. PRE-REQUISITES : - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must. Overall experience of around 9-12 years in the desired role with team management experience of min 3-4 years. Should have stability of minimum tenure of 3-4 years in the current organization. Team managing and handling in the current experience is a must. Should have own set of Client relationships and AUM and also the team client relationships. ROLES & RESPONSIBILITIES : - Recruitment and managing a team of Relationship Managers / Senior Relationship Managers. Planning and achieving self and team sales targets through the defined Wealth Management products. The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 1 Cr & above clients). Maintaining client relationships and generate AUM from Preferred clients. Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approach To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team. Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process. Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team. To conduct and assist in organizing seminars, workshops and other business development activities. If you are interested please share your profile on pushpajaiswar@rathi.com or call on 9920799578 for further discussion on the same . Regards Pushpa Jaiswar Human Resource Anandrathi Group

The ideal candidate will have a strong background in sales management and a proven track record of success. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain strong relationships with customers and stakeholders. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive growth. Monitor and control sales expenses to ensure profitability. Job Requirements Proven experience in sales management with a minimum of 3 years of experience. Strong leadership and team management skills. Excellent communication and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and negotiation skills.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant productsCustomer level profitability objectives to be met self and team (10%)Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RMAUM Growth objectives to be met self and team (10%)Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RMClient sign on objectives as defined by Business Head (10%)Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clientsCustomer Relationship Management Objective (10%)Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelinesClient Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry KnowledgeTo keep updates on functional and industry knowledgeDeveloping people & relationshipsSets positive example, guides staff members through new tasks, builds rapport with othersResearch excellenceStrong level of knowledge in equity and related areasResult and Process OrientationFocused on creating measures of excellenceStrategic PlanningSets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required (examples listed below) Minimum experience in years 6 yr Wealth Management experience, Insurance experience, relationship management profile

Role Description: The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team. Your key responsibilities Review client account opening documentation as per regulatory and internal policies. Understanding of power of attorney processing and client onboarding controls. Participation in the sighting and distribution of incoming orders in the DO emergency Oversight on notifications preparation and timely client & business. Processing of securities orders such as Closure of accounts / deposits / investment products order registration/modification/deletion Collection of payment orders Editing lists settlement of internal deposits handling of written orders Support project team on all data migration projects. Bringing controls and efficiencies in existing process. Your skills and experience German Language Proficiency B1. Good understanding of financial product and markets like Bonds, equities & other financial products. 2-4 years of experience in Security Services in any Private Banking. Hands on experience in reviewing client on-boarding documentation. Willing to work in Multiple/ rotational Shifts.

Job Purpose Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile and need of the customers. Acquiring family accounts, deepening the size of the relationship, and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities (JR) Actionable 1. Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined timeline Ensure quality new acquisition on SA and CA for Resident/Non-Resident via: Walk-ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required, renew FDs Deepen by cross-selling sticky products like Demat, Bill Pay, Advisory Ensure quality of relationship while flagging; maintain eligibility Regular customer contact to establish needs and cross-sell opportunities Monitor large amount movements and account closures Ensure marketing analytics list (possible attrite) is called and retained Penetration of Savings Accounts on non-liability customers Promote opt-out of DNC registration where applicable Utilize sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Use Data-mine for cross-selling Sales of various Credit Cards Activation Pitch for limit enhancement Promote active usage Add-on cards for family members Sales of Third Party Products: MF / Insurance / RBI Bonds Ensure relevant certifications (NISM V-A) Sales of Asset Products Disseminate product information Activation of Accounts: Ensure all SA and CA accounts opened are activated as per product definition by end of next month Maintain AMB LTD a/cs to be activated and maintained month-on-month Maintain list of active/inactive customers and drive balance build-up Call customers who have not transacted; log reasons Escalate market threats to BM/Product Corporate Salary Management: Call on customers transferring salary accounts to other banks Engage and bring them back Cross-sell loans and investments to retain balances Calling on Large Value Attrition: Call on customers who have attrited over defined value Retain funds and impress upon making HDFC primary banker Enhancing Wallet Size: Make HDFC the customer's primary bank Discover where the customer banks currently and consolidate Conduct customer scoping and product mapping Sales to family and associates Attrition Control: Persuade customers to continue and renew FDs Monitor account closures and retain balances Call and retain possible attrite as per analytics 2. Managing Classic Portfolio Manage benchmark number of customers in portfolio Extend Classic benefits based on eligibility lists/LTR Group individual customers with family to maintain CTG ratio: Group with existing family account holders Sell liability products to family without existing banking relationship Ensure optimal Income Generating Product Holding (IPH) Sell minimum number of IPH to each group Achieve Customer Group profitability Manage Band 1 and 2 customers and move them to Band 3+ Enhance value within customer groups Online updation in CRMNext at every customer interaction stage Proactively move eligible customers to Classic within prescribed program Ensure all Classic customers are contacted Use APT and CRM data for pre-call planning and post-call review with BH/PBA Update CRM with interaction details, tasks/leads, profiler on same day Achieve income plans and portfolio benchmarks: Meet monthly/yearly income targets across products IPH per portfolio Monthly sales benchmarks NetBanking, Mobile Banking, BillPay, RDFD usage CEP as per cycle Valid mobile and email for all customers 3. Customer Services Ensure quality service delivery Record complaints as per process Resolve all complaints (self, branch, other units) within TAT Provide proper communication on closures; file copies Preventive complaint management: Ask for feedback proactively Promote Direct Banking Channels Support newly registered DBC customers Open customer accounts within TAT 4. Operations Ensure certified documentation for account opening and maintenance Error-free documentation (Stop payments, FD closure, etc.) Maintain Tatkal kits as per process Locker operations as per custodian responsibilities Manage standing instructions Submit daily e-schedule of third-party sales Update CRM for asset leads Update weed-out database on portal Ensure KYC compliance Follow 5-S norms at the workstation Open accounts under Smart Account mode Educational Qualifications Graduation: Required Post-Graduation: Preferred Certifications NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI Certification Key Skills Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current Trends in Financial Industry Experience Required Minimum Experience: 1 year Exposure to banking preferred Major Stakeholders (Intra-team and cross-functional collaboration) Customers Branch Banking Team Operations Insurance CAM MF Fund Houses Personnel HSL Personnel

Acquisition of new asset relationships through various channels and managing a portfolio depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the SME customers in order to provide quality service to the customers.

Acquisition of new asset relationships through various channels and managing a portfolio depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the SME customers in order to provide quality service to the customers.

Job Purpose Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile and need of the customers. Acquiring family accounts, deepening the size of the relationship, and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities (JR) Actionable 1. Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined timeline Ensure quality new acquisition on SA and CA for Resident/Non-Resident via: Walk-ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required, renew FDs Deepen by cross-selling sticky products like Demat, Bill Pay, Advisory Ensure quality of relationship while flagging; maintain eligibility Regular customer contact to establish needs and cross-sell opportunities Monitor large amount movements and account closures Ensure marketing analytics list (possible attrite) is called and retained Penetration of Savings Accounts on non-liability customers Promote opt-out of DNC registration where applicable Utilize sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Use Data-mine for cross-selling Sales of various Credit Cards Activation Pitch for limit enhancement Promote active usage Add-on cards for family members Sales of Third Party Products: MF / Insurance / RBI Bonds Ensure relevant certifications (NISM V-A) Sales of Asset Products Disseminate product information Activation of Accounts: Ensure all SA and CA accounts opened are activated as per product definition by end of next month Maintain AMB LTD a/cs to be activated and maintained month-on-month Maintain list of active/inactive customers and drive balance build-up Call customers who have not transacted; log reasons Escalate market threats to BM/Product Corporate Salary Management: Call on customers transferring salary accounts to other banks Engage and bring them back Cross-sell loans and investments to retain balances Calling on Large Value Attrition: Call on customers who have attrited over defined value Retain funds and impress upon making HDFC primary banker Enhancing Wallet Size: Make HDFC the customer's primary bank Discover where the customer banks currently and consolidate Conduct customer scoping and product mapping Sales to family and associates Attrition Control: Persuade customers to continue and renew FDs Monitor account closures and retain balances Call and retain possible attrite as per analytics 2. Managing Classic Portfolio Manage benchmark number of customers in portfolio Extend Classic benefits based on eligibility lists/LTR Group individual customers with family to maintain CTG ratio: Group with existing family account holders Sell liability products to family without existing banking relationship Ensure optimal Income Generating Product Holding (IPH) Sell minimum number of IPH to each group Achieve Customer Group profitability Manage Band 1 and 2 customers and move them to Band 3+ Enhance value within customer groups Online updation in CRMNext at every customer interaction stage Proactively move eligible customers to Classic within prescribed program Ensure all Classic customers are contacted Use APT and CRM data for pre-call planning and post-call review with BH/PBA Update CRM with interaction details, tasks/leads, profiler on same day Achieve income plans and portfolio benchmarks: Meet monthly/yearly income targets across products IPH per portfolio Monthly sales benchmarks NetBanking, Mobile Banking, BillPay, RDFD usage CEP as per cycle Valid mobile and email for all customers 3. Customer Services Ensure quality service delivery Record complaints as per process Resolve all complaints (self, branch, other units) within TAT Provide proper communication on closures; file copies Preventive complaint management: Ask for feedback proactively Promote Direct Banking Channels Support newly registered DBC customers Open customer accounts within TAT 4. Operations Ensure certified documentation for account opening and maintenance Error-free documentation (Stop payments, FD closure, etc.) Maintain Tatkal kits as per process Locker operations as per custodian responsibilities Manage standing instructions Submit daily e-schedule of third-party sales Update CRM for asset leads Update weed-out database on portal Ensure KYC compliance Follow 5-S norms at the workstation Open accounts under Smart Account mode Educational Qualifications Graduation: Required Post-Graduation: Preferred Certifications NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI Certification Key Skills Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current Trends in Financial Industry Experience Required Minimum Experience: 1 year Exposure to banking preferred Major Stakeholders (Intra-team and cross-functional collaboration) Customers Branch Banking Team Operations Insurance CAM MF Fund Houses Personnel HSL Personnel

Job Purpose: To acquire new Classic customers and manage the Classic portfolio by deepening and retaining relationships. Cross-sell suitable products and services as per customer profile and need. Enhance wallet share and become the customer's primary banker. Job Responsibilities 1. Sales Maintain Daily Sales Report. Conduct CH 106 and CH 104 calling. Ensure quality acquisition of SA and CA (Resident/Non-Resident) through various channels: Walk-ins Referrals Friends & Associates Family Members Deepen relationships by cross-selling sticky products (e.g., Demat, Bill Pay, Advisory). Control attrition by renewing FDs and proactive customer engagement. Cross-sell Credit Cards, Mutual Funds, Insurance, RBI Bonds. Enhance usage of Credit Cards, including add-on cards. Ensure all new accounts are activated within defined timelines. Leverage Data Mine and analytics for effective cross-sell and up-sell. 2. Portfolio Management Manage and retain a benchmark number of customers in the Classic portfolio. Group customers with family members to enhance CTG (Customer to Group) ratio. Ensure IPGH (Income-Generating Product Group Holding) targets are met. Improve customer bands and enhance values in each group. Regularly update CRMNext for every customer interaction. Upgrade eligible customers to Classic Portfolio proactively. Use CRM tools for pre-call planning and post-call review. Achieve income plans, benchmarks, and product sales targets. 3. Customer Engagement Understand and profile customer business needs. Contact customers regularly to resolve issues and explore new needs. Follow up on large account movements and prevent attrition. Act on marketing analytics and triggers for proactive retention. Call and retain customers who transfer salary accounts to other banks. Ensure active engagement with dormant or inactive customers. Maximize wallet share by identifying and targeting all banking relationships. 4. Customer Service Ensure high-quality service delivery. Log and resolve complaints within TAT. Maintain proper communication and document closures. Promote usage of direct banking channels (NetBanking, Mobile App, etc.). Provide help to customers registering for digital banking channels. Ensure account opening is completed within TAT. 5. Operations Ensure all documentation and forms are accurate and complete. Comply with KYC norms and operational procedures. Maintain locker operations and standing instructions per guidelines. Submit daily e-schedule for third-party sales. Update CRM with asset leads and weed-out database. Adhere to 5-S norms and use Smart Account mode for account opening. Educational Qualifications Graduation: Mandatory Post-Graduation: Preferred Certifications Mandatory: NISM V-A Certification IRDA Certification Optional: NCFM Certification CAIIB GI & Internal Certifications Key Skills Sales & Influencing Banking Product & Process Knowledge NRI Product and Regulatory Understanding Planning & Organizing Communication Skills Market Awareness & Competitive Knowledge Experience Required Minimum: 1 year Preferred: Banking or financial services exposure Key Stakeholders Customers Branch Banking Team Operations Insurance CAM Mutual Fund Houses HSL (HDFC Securities) Personnel

Objective: To drive business development in line with the bank's objectives and ensure high-quality customer service through wealth management practices. Job Responsibilities Business Development & Target Achievement Achieve individual PBG targets across TPP (40%) measured against absolute target slabs (?55L, ?75L, ?1Cr). Meet banking income targets (10%) with a focus on base penetration and product relevance. Ensure customer-level profitability (10%) Minimum ?1,00,000 from 75% of the self-base (individual for RM, team for Sr. RM). Achieve AUM growth objectives (10%) Minimum 10% YoY growth in self or team base. Fulfill client sign-on objectives (10%) Including new-to-bank and conversion of existing clients to PBG services. Customer Relationship Management (10%) Ensure quality customer interactions are recorded in CRM as per desk policy. Adhere to Client Contact Management and Personal Meeting policies, updating CRM within timelines. Client Solutions & Product Mix (10%) Deliver benchmarked product solutions based on customer needs. Gather customer feedback to refine and enhance wealth solutions. Other Competency Areas Functional/Industry Knowledge: Stay updated with current financial market trends and product knowledge. Developing People & Relationships: Lead by example, guide team members, and foster strong professional relationships. Research Excellence: Maintain strong knowledge in equities and wealth-related areas. Result & Process Orientation: Maintain high standards of performance and process adherence. Strategic Planning: Set clear, actionable goals aligned with broader business objectives and track execution. Educational Qualifications Graduation / Post-Graduation in Marketing / Finance Key Skills Wealth Management Customer Relationship Management Target-driven Sales Execution Financial & Investment Advisory Product Knowledge TPP, AUM, Banking Products CRM & MIS Reporting Strategic Planning and Execution Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required (examples listed below) Minimum experience in years 2 yr Wealth Management experience preferred, Insurance experience , retail relationship management profile

Acquisition of new asset relationships through various channels and managing a portfolio depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the SME customers in order to provide quality service to the customers.

Responsible for including Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the Total relationship value (TRV) size, Penetration of the right income products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Infiniti / 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 PB/ Preferred RM / Imperia RM to flag eligible customers from Classic/ Preferred/ Imperia portfolio Acquire new customers who meet product criteria on Total Relationship Value (TRV) Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Priority servicing of the customers Maintain the overall quality/ Customer experience / 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 on regular basis Advisory / Wealth services to be offered based on the requirement in coordination with Wealth. 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 individuals 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 Acquire entire family banking relationship and addition to existing groups 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. 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 Wealth RH/ RBH / BM and SRM (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 to avoid customer inconvenience Educational Qualifications Key Skills Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Customer Relationship Management Certifications (from IIM B) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Financial planning and customer relationship management Knowledge of Competition & Current trends in financial Industry Proper grooming and attire Experience Required : Minimum experience in years 5 to 10 Exposure to Portfolio Management segment (Imperia / Infiniti) 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 AMC's HDFC Securities Wealth HNW Product Team Digital banking team

Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel

Analyze client finances to develop strategies and ensure financial goals are met. Monitor market trends for responsive planning. Acquire HNW clients, Drive AUM growth, achieve revenue targets & conduct regular client meetings on market updates. Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Education UG: Any Graduate