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Job Title
Regional Head
Business Unit
Private Banking Group
Reporting To
Sr. Regional Head / Sales Head
Job Function and Role Type
Sales, Supervisory
Version No
1.0
Job Purpose
To lead the Private Banking business and teams in a region, ensuring delivery of business results through Senior Advisors and Investment Advisors.
Key Responsibilities
Ensuring Product Mix Weightage
Deliver benchmarked product solutions aligned with customer needs.
Regional PBG Targets across TPP (20%)
Achieve absolute and relative team targets measured by AUM growth, revenue, and new client sign-ons.
Customer Level Profitability objectives from TPP to be met (10%)
Ensure Rs. 100,000 profitability per customer from 80% of the base.
Ensuring Banking Objective of team at overall
Allocate 1.5 hours daily to banking activities and meet key banking objectives.
Activities for Team Building (5%)
Conduct one team-building activity monthly.
Handling nominated tasks in a structured manner with communicated deadlines (5%)
Own tasks, create achievement plans, monitor progress, and escalate delays.
Functional / Industry Knowledge
Stay updated on functional and industry trends.
Developing people and relationships
Set positive examples, 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 adhering to measures of excellence.
Strategic Planning
Set clear, achievable goals aligned with broader objectives and monitor progress; Cover Sales Process Across Planning, Guiding; Plan, guide, monitor, and take corrective actions for sales processes.
Cover sales process across planning, guiding,
Marketing Initiative for clients - penetration
Ensure client sign-ons and retention through monthly and quarterly initiatives.
Handling nominated tasks in a structured
Education:
Graduation/Post-Graduation in Marketing, Finance, or CA.
Certifications:
AMFI, NCFM (optional), CAIIB.
Key Competencies
Sales and influencing, relationship management, planning and organizing, communication, knowledge of competition.
Major Stakeholders
Customers, Branch Banking Team, Operations, Product Team, Treasury, Insurance CAM, MF Fund Houses, HSL Personnel.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 3 - 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 RBB-Current Account Relationship Manager at HDFC Bank.
This role requires around 3 - 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.