Walk-In Drive for Preferred Relationship Manager – Bangalore | HDFC Bank| HDFC Bank is hiring Preferred Relationship Managers in Bangalore! This exciting opportunity involves managing High Net Worth (HNW) portfolios, acquiring new clients, and offering superior banking experiences. Join us on 24th January 2025 at our Bangalore branch for the interview and take your banking career to the next level.
Event Details
- Date: 24th January 2025 (Friday)
- Time: 10:30 AM to 1:00 PM
- 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 - Contact Person: Abhai Srivastava (HR)
- Preferred Candidates: Women candidates encouraged to apply.
About the Role
The Preferred Relationship Manager will manage HNW client portfolios, ensure cross-selling of banking products, acquire family accounts, and retain client relationships. This role focuses on portfolio growth, superior customer service, and enhancing wallet share by offering tailored financial solutions.
Key Responsibilities
- Manage HNW portfolios by acquiring, enhancing, deepening, and retaining relationships.
- Identify and acquire new Preferred clients while maintaining portfolio quality.
- Offer advisory services in coordination with internal teams like PBG.
- Cross-sell banking products and ensure increased wallet share from clients.
- Handle customer service, including regulatory updates, feedback resolution, and query management.
- Ensure compliance with KYC/AML norms and maintain operational quality.
Qualifications & Skills
- Education:
- Graduation/Post-Graduation
- Certifications: AMFI, IRDA, NCFM (optional)
- Experience:
- 3+ years in Banking or Wealth Management, preferably in portfolio management.
- Skills:
- Strong sales and influencing skills.
- Excellent knowledge of banking processes and products.
- Good communication and planning abilities.
- Knowledge of competition and industry trends.
Job Details
- Role: Retail Banking Sales
- Industry: Banking
- Department: Sales & Business Development
- Employment Type: Full-Time, Permanent
- Role Category: Retail & B2C Sales
Application Process
- Share your updated resume at abhaikumar.srivastava@hdfcbank.com with the following details:
- Current CTC
- Expected CTC
- Current Location
- Preferred Location
- Notice Period
