717 Private Banking Jobs - Page 6

Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT: Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes. Same Posting Description for Internal and External Candidates

Position: Burgundy Relationship Manager / NRI Relationship Manager Location: Pune Kalyani Nagar & Wanowrie Company: Axis Bank – Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of Burgundy Relationship Manager and NRI Relationship Manager at its Affluent Business (Burgundy) vertical in Pune – Kalyani Nagar & Wanowrie branches. These positions are responsible for managing high-value client portfolios (Resident & NRI), providing tailored banking and investment solutions, and delivering best-in-class service through continuous engagement and advisory. Key Responsibilities: Manage and deepen existing relationships with affluent and NRI customers Provide end-to-end banking and investment advisory solutions Identify and acquire new clients through referrals, brokers, and local/overseas networks Drive cross-sell of Axis Bank and third-party financial products Maintain comprehensive customer profiles, risk assessments, and financial portfolios Track client activity and proactively plan engagement touchpoints Meet monthly targets for business growth and revenue generation Ensure compliance with KYC, regulatory norms, and internal audit policies Log all engagement and service activities through CRM tools Candidate Profile: Required Qualifications: Graduate from a recognized university (mandatory) AMFI / NCFM certifications preferred Required Experience: Minimum 6 years in BFSI, preferably in Wealth Management, Priority Banking, or NRI Relationship roles Key Skills: Strong knowledge of banking, investment, and financial products Excellent relationship management and client servicing skills Ability to handle high-value portfolios and offer customized financial strategies Goal-driven with a consistent track record in achieving business targets Strong communication and interpersonal skills

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure Experience in building and maintaining HNI customer relationships

Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

PSM - CMS Transaction Banking Group Product Sales Manager Cash Management Services Location Jaipur Number of Positions 01 Reporting Relationships Area Manager Position Grade M2-M3 Transaction Banking Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management (payment & collections solutions, escrow services & dividend business to trade finance (import services, export services, funded & non-funded products and remittances), Payment Gateway. We are currently looking for Product Sales Managers who can sell & support Corporate/CA customers dealing with Consumer & Commercial Bank. Job Profile Product Sales Manager is expected to drive the sales of following Cash Management products from all the verticals under Consumer & Commercial Bank which includes Branch Banking, Privy, Wealth, TASC, Agri, WCG, ECG. Collections Solutions viz. Physical Collections, Electronic Collections, Payment Gateway, NACH Payment Solution viz. Physical Payments, Electronic Payments, Dividend Mandates, IMPS etc. Escrow Business Spot opportunities in the market, along with the relationship team, to target companies, industries and sectors and sell suitable product offering for them Interaction with potential customers to understand the technical requirement for system integration for TBG products / services i.e. CMS with focus on Commercial Bank clients. Structuring the transaction, won the mandate and assist the team in formulating transaction pricing to ensure revenue commensurate with risks and administrative efforts Train & enable Branch Banking Teams to sell the Cash Management Products Give demonstration of our system to branches & prospective clients. Assist the Relationship manager/Branches to close a deals Ensure desired penetration of the product in the market by the relationship team by providing marketing support, visibility campaigns and brand presence Liaise with operations team to ensure seamless deal execution and ongoing administration Personal Must be a self-starter Must be sales oriented Must be market savvy, with good networking skills Must be proactive and with high energy levels Must be analytical, practical and have aptitude for trouble-shooting. Must have excellent interpersonal skills, be tenacious, detail-oriented, tough minded when needed, but diplomatic. With Banking / Finance industry Preferably an Engineer with a MBA. 2-4 years of post MBA experience in selling Cash Management products Professional Must have able to settle in an environment requiring entrepreneurial/ building skills Keen interest to sales, structuring and implement deals Must be capable of working with a team High attention to detail and accuracy with the ability to work under pressure to meet tight deadlines Excellent communication, negotiation, and planning skills

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Understand customer requirements & train the customers on usage of Cash Management Platform Interaction with existing CMS customers to understand the technical requirement for system integration for TBG products/services Support Consumer & Commercial Bank customers for modification/service related queries. Help channels in giving demonstration of our system to existing as well as prospective clients. Monitor, push & ensure the productivity of other activation channels Interact with Implementation team, setup team & operations to ensure customer is served as per agreed TAT Understand specific MIS requirement of the customers and arrange to deliver reports accordingly. Prepare the MIS & MIS analysis on assigned customer portfolio Increase product penetration & work on customer feedbacks

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Client Relationship Management : Develop and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNWI), ensuring high levels of client satisfaction. Investment Strategy Development : Design and implement personalized investment strategies based on clients' financial goals and risk profiles. Sales and Revenue Generation : Drive sales of wealth management products and services, meeting or exceeding set targets.

Key Responsibilities : - Lead Private Banking across South India with a focus on driving AUM growth, expanding the client base, and increasing overall revenue - Client Relationship Management: Manage select UHNI relationships and ensure high retention and wallet share. - Team Management: Lead, mentor, and expand a high-performing team. - Align business strategy with market trends and client needs; develop region-/segment-specific plans - Regulatory Compliance: Ensure all operations meet regulatory standards and internal compliance frameworks. -Stakeholder Collaboration: Work cross-functionally with product, digital, research, legal, and operations teams.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

As a Strategic Development Analyst at Deutsche Bank in Mumbai, India, you will be supporting the Business Supervisory Office (BSO) to ensure compliance with local rules and regulations for the US Private Banking Business. Your primary responsibilities will include reviewing daily trade alerts, analyzing trade-related data, identifying market manipulation themes such as front running and insider trading, and escalating any issues to relevant stakeholders in compliance with applicable regulations. Additionally, you will assist in Transaction Monitoring by reviewing domestic and cross-border wire transfers to detect any suspicious activity related to money laundering. You will also play a key role in enhancing current processes to improve efficiency and may participate in internal reviews conducted by Group Audit and Compliance Testing & Assurance (CT&A). In this role, you will collaborate with multiple stakeholders, including business divisions and infrastructure functions, to ensure the quality of data and support the development of new Key Operating Procedures. Your experience in Regulatory and Brokerage Trade Surveillance, knowledge of Market Manipulation themes, familiarity with surveillance tools like PM1 and SunGard/FIS Protegent, and understanding of Private Banking AML risks will be essential in excelling in this position. Deutsche Bank offers a comprehensive benefits package, including a best-in-class leave policy, gender-neutral parental leaves, sponsorship for industry certifications, and employee assistance programs. You will also have access to hospitalization insurance, accident and term life insurance, and health screening for you and your dependents. Training, coaching, and continuous learning opportunities are provided to support your career growth and development. At Deutsche Bank, we strive to create a positive, fair, and inclusive work environment where employees are encouraged to excel together every day. Join us in celebrating the successes of our people and contributing to the culture of excellence at Deutsche Bank group.,

As an Assistant Vice President - Operations at Barclays, you will embark on a transformative journey where you will play a pivotal role in shaping the future. Your responsibilities will include managing operations within a business area, maintaining processes, implementing risk management initiatives, and ensuring compliance with relevant regulators. It will be crucial for you to take ownership of your work, ensuring alignment with the relevant rules, regulations, and codes of conduct. Barclays offers competitive benefits and ample opportunities for career advancement, making it an ideal place to grow your career in the banking industry. Key critical skills required for this role include overseeing the day-to-day accounting of investment portfolios, including debt, equity, mutual funds, and alternative investments. You will be responsible for ensuring accurate and timely recording of all investment transactions as per relevant Indian accounting standards and regulatory frameworks. Monitoring compliance with investment limits and guidelines, managing tax computation, filing, and compliance for investment-related activities, and staying updated with changes in Indian tax laws will also be part of your duties. Leading and coordinating statutory, internal, and tax audits related to investments, ensuring adherence to financial controls, internal policies, and statutory requirements, and leading, mentoring, and managing a team of finance professionals will be essential for success in this role. You will be assessed on key essential skills such as risk and controls, change and transformation, business acumen, strategic thinking, digital technology, as well as job-specific technical skills. This role is based out of Pune. Purpose of the role: To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution. Accountabilities: - Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products, and services. - Support the management of the bank's client relations to clearly identify their needs and provide a service that meets expectations. - Collaborate with teams across the bank to align and integrate Private Bank and Wealth Management processes. - Identify areas for improvement and provide recommendations for change in Private Bank and Wealth Management processes. - Develop and implement Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency. - Develop reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders. - Identify industry trends and developments to implement best practices in Private Bank and Wealth Management Services. - Participate in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness. Assistant Vice President Expectations: As an Assistant Vice President, you will be expected to advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness. You will collaborate closely with other functions and business divisions, lead a team performing complex tasks, set objectives, coach employees, appraise performance, and determine reward outcomes. If the position has leadership responsibilities, you are expected to demonstrate a clear set of leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard. For an individual contributor, you will lead collaborative assignments, guide team members through structured assignments, identify the need for the inclusion of other areas of specialization to complete assignments, identify new directions for assignments and projects, and consult on complex issues. You will also take ownership for managing risk, strengthening controls, collaborate with other areas of work, engage in complex data analysis, and communicate complex information effectively to influence or convince stakeholders to achieve outcomes. All colleagues at Barclays are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship. Additionally, they are expected to exhibit the Barclays Mindset of Empower, Challenge, and Drive.,

The Senior Analyst, MoRM (DIPL) position based in Mumbai, India involves actively managing model risk globally in line with the bank's risk appetite. The primary responsibilities include performing independent model validation, identifying and mitigating model risks, designing model risk metrics, implementing a robust model risk management framework, and supporting bank-wide model risk-related policies and practices. This role encompasses validation applicable to estimation approaches within the Deutsche Bank Combined US Operations (CUSO) across various business units and risk types. As a Senior Analyst in Model Risk Management, you will be responsible for validating Stress testing models under the CCAR PPNR umbrella for DB USA. It is crucial to have an understanding of different aspects of the bank's business within Corporate Banking, Private Banking, Investment Banking, and other business segments. The role may involve flexibility in moving across different risk areas within the US model validation team. Key tasks include model performance testing, scenario and sensitivity analysis, assessing model assumptions, developing challenger models, and ensuring compliance with regulatory guidelines and bank policies. The ideal candidate should have 2-3 years of experience in model development/validation, with a preference for previous experience in stress testing such as DFAST/CCAR/ICAAP. Knowledge of B/PPNR models, financial statement analysis, statistical techniques, analytical skills, and proficiency in software packages like R and Python are essential. Strong report drafting skills, presentation abilities, and communication skills are also required. Candidates with backgrounds in Mathematics, Statistics, Economics, Engineering, or MBA are preferred, and additional certifications like CFA/FRM would be advantageous. Experience with Business Intelligence tools and framework development would be a plus. The position offers benefits including a leave policy, parental leaves, childcare assistance, sponsorship for certifications, employee assistance programs, insurance coverage, and health screening. Training, coaching, and a culture of continuous learning are provided to support career development. Deutsche Bank Group promotes a positive, fair, and inclusive work environment and values collaboration and initiative among its employees. For further details about our company and teams, please visit our website at https://www.db.com/company/company.htm. Join us in striving for excellence together every day, acting responsibly, thinking commercially, and celebrating the successes of our people as part of the Deutsche Bank Group. We welcome applications from individuals of all backgrounds to contribute to our diverse and inclusive workplace.,

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build rapport and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market 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 NRI Preferred Customer Product Penetration & contribution towards focused product •Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) 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 in years 3-4 yrs Exposure to NRI 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 NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Notes (Any specifications apart from all mentioned above, to be communicated for the role) 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 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - 80 Feet Road (J. P. Nagar) Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC 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 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 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 1+ years experience in Sales & Business Development Management need to apply.. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 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: Bangalore - 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. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Job description Designation- Regional Manager Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Location- Delhi/NCR, Bangalore, Mumbai, Kolkata Interested candidate can share thier CV on sonam.singh@bajajcapital.com