SBL Relationship Manager - Bangalore - Interview on 05th Aug'25

Greeting from HDFC Bank!!

SBL Relationship Manager-RBB

EPIP

Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply.

Job Name PA (Business Unit) -SBL Relationship Manager-RBB

Job Title :

Business Unit (PA) :

Team :

Reports to (job) :Branch Manager / RBH (as applicable)

Location of role :

Job Fn : Sales & Portfolio Management

Role Type: IC

Job Purpose

Responsible for demonstrating digital capabilities of the Bank to walk-in customer in and around the assigned Smart Banking Lobby with a view to address their banking queries / requirements through digital mode.

SBL RM is also responsible for including HNI customers into the Classic /Preferred / Imperia 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.

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.

To assist in conducting joint Promotional Activities within the SBL catchment with a view to enhance portfolio size of the Smart Banking Lobby

Key Responsibility Areas : 6 8 Areas

Activities

Key Decision Making & Key Objectives Engagement

• SBL RM to take Key decisions associated with to day to day working of the mapped SBL , Customer contacts or outreach strategies , Promotional activities in and around the SBL etc
• Ensure all Key Objectives set by the Bank for SBL is met which includes Break-even of SBL , Monthly SBL targets , showcasing digital products and migrating customers digitally , Portfolio growth , Generate reference for setting up SBL and in sister concerns /associated Locations

Sales/ Revenue generation from SBL Catchment

(Non-portfolio Customers)

• Cross sell products to walk-in Clients in and around immediate catchment of the SBL including Liability , Asset , TPP , Cards etc
• Acquire family accounts of walk-in customers
• Promote and sell Straight Through Process (STP) products and Over the counter (OTC) products adopting a Service to Sale approach
• Generate reference for prospective Portfolio clients
• Actively take part and spear head promotional marketing activities conducted in SBL catchment to generate sales / Leads.

HNW Portfolio management within and nearby SBL

• 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
• Regularly meeting the Key people inside the catchment and increase their Banking relationship

Promotional Activities / Operations and Process management

• To conduct Promotional activities atleast once in a month in and around SBL Catchment to generate sales and Leads of potential customer
• Error free documentation for all account opening and all customer instructions
• Ensure KYC / AML norms are adhered to at all points of time
• Ensure Notices in the SBL are updated
• To ensure general upkeep of SBL and SBL signages
• To report to the supervisor on Business outcome and general update on SBL Business / Service issue (if any)

Increase in wallet

• 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

• Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
• Enhance client's Customer To Group ( CTG ) level

Customer Service (Portfolio + SBL walk-in)

• Ensure quality customer service is delivered to SBL customers and that customer queries and complaints are being resolved within TAT
• SBL Customers are informed about any regulatory or process change. Keep portfolio customers 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
• Promoting WOW journeys and migrating customer to digital route for usage of products and services
• Ensure smooth transition of handover/takeover of the portfolio incase of a change

Educational Qualifications

Key Skills

• 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 financial Industry

  .

Experience Required

• Minimum experience in years 2 to 6
• Exposure to Portfolio Management segment (Preferred)

Major Stakeholders

• Customers
• Branch Banking Team
• Regional / Local Marketing Team
• Operations
• Product Team
• Asset Team
• Treasury
• Credit
• Life / General and Health Insurance Partners
• AMCs
• HDFC Securities

Notes

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, 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 (Branch Code - 1472)

Date: 06th Jun25 (Friday)

Time 10:00 AM 12:00 PM

Concern Person: Abhai Srivastava - HR

Warm Regards,

Abhai Srivastava

Talent Acquisition Partner RBB South2