Greeting from HDFC Bank!!
Head Relationship Banking -
International Tech Park (IT Park) -Whitefield
Interested candidates directly walk-in at Interview Venue :
HDFC Bank Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066
Date:
Time 10:00 AM to 12:00 PM
Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply.
Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking
Job Title :
Business Unit (PA) : Retail Branch Banking
Reports to (job) :
Job Fn :
Role Type:
No of direct reportees:
Job Purpose :
The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income.
Ensuring RMs meet the right customers and have a meaningful engagement with customer
Ensuring the RMs are trained and equipped to handle customer queries
Job Responsibilities(JR) : 6 8 Areas
Actionable (4-6)
Acquisition of High new worth customers to the Bank
- Acquire new customers who meet product criteria through cross-referencing
- Ensuring timely onboarding of quality accounts in the HNW channel for the bank
- Ensuring lowest depletion of the newly acquired accounts
- Increase liabilities size of relationship via balances in accounts of existing customers
Managing the High Net worth customers of the Bank
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensuring the highest level of service to the customers in the branch
- Profiling Customers and Providing Financial planning & Investment Advise as per customers need
- To ensure maintenance of updated Relationship File
Mentoring the RMs in the branch
- To handle a team of 4 to 9 Preferred Relationship Manager
- Recruitment and training of Relationship Manager Team and Lead a result oriented team
- Ensuring the RMs are trained and well equipped with data and products to handle and service the customers
- Ensuring the Relationship managers are meeting the right set of customers
- Ensuring joint calls with the relationship managers
- Complaints Handling for the RM Channel
Meeting Business Objectives
- Ensure clarity of Business objectives among staff
- Monitoring quality sales and processes in the Relationship Managers portfolio
- Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell
- Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets
Educational Qualifications (examples listed below)
Key Skills
- Graduation:
- Post-Graduation:
Certifications:
- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- 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 years in Retail Branch Banking in HNW Channel
- Exposure to banking preferable
Major Stakeholders
- Customers
- Branch Banking Team
- Operations- WBO
- NR Product Team
- Treasury
- HLIC
- Insurance CAM
- MF Fund houses personnel
- HSL personnel
- Corporate banking
- Corporate Salary
- Wholesale banking
- TPP Team
- Assets Team
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 12+ years experience in Banking and Wealth Management need to apply.
Interested candidates directly walk-in at Interview Venue :
HDFC Bank Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066
Date:
Time 10:00 AM to 12:00 PM
Warm Regards,
Abhai Srivastava
Talent Acquisition Partner RBB South2
abhaikumar.srivastava@hdfcbank.com
