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Job Title
Relationship Manager - Private Banking Group
Business Unit
Private Banking
Reporting To
Sr. Relationship Manager/Regional Head
Job Function and Role Type
Sales, Individual Contributor, Moderate/Extensive Travel
Version No
1.0
Job Purpose
Enhance business development as per bank objectives and ensure quality customer service through wealth management techniques.
Key Responsibilities
Slabs
Achieve 55, 75, and 100 Lacs TPP and banking targets.
Individual PBG Targets across TPP (40%)
Meet absolute targets measured by achievement over target.
Banking Targets - Individual (10%)
Achieve banking targets focusing on defined income objectives. Ensure base penetration with relevant products.
Customer level profitability objectives to be met self and team (10%)
Achieve Rs 1,00,000 per customer from 75% of self-base for RM and self & team level for Senior RM.
AUM Growth objectives to be met self and team (10%)
Achieve 10% AUM growth for self-base for RM and self & team level for Senior RM.
Client sign on objectives as defined by Business Head (10%)
Achieve client sign-on objectives including new-to-bank clients. Convert existing bank clients by offering PBG services.
Customer Relationship Management Objective (10%)
Ensure quality customer interactions updated in CRM as per desk requirements. Adhere to Client Contact Management and Personal Meeting policies, updating CRM within timelines.
Client Solutions and Product Mix Objective (10%)
Deliver benchmarked solutions based on customer needs. Gather customer feedback on solutions provided.
Functional/Industry Knowledge
Stay updated on functional and industry knowledge.
Developing people & relationships
Set a positive example, guide staff through tasks, and build rapport.
Research excellence
Maintain strong knowledge in equity and related areas.
Result and Process Orientation
Focus on creating and achieving measures of excellence.
Strategic Planning
Set clear, achievable goals aligned with desk objectives and monitor progress.
CRM within prescribed timelines
Ensure timely updates of client solutions and product mix in CRM.
Education:
Graduation/Post-Graduation in Marketing/Finance.
Certifications:
AMFI Certification, NCFM Certification (Optional), IRDA.
Key Competencies
Sales and influencing skills, banking product and process knowledge, relationship management, planning and organizing, communication.
Major Stakeholders
Customers, Branch Banking Team, Operations, Product Team, Treasury, HLIC, Insurance CAM, MF Fund Houses Personnel, HSL Personnel.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 1 - 10 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a BBWC-RM at HDFC Bank.
This role requires around 1 - 10 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.