HDFC Bank is excited to announce a Walk-In Interview for experienced professionals interested in joining the bank as Preferred Relationship Manager, Personal Banker, and Imperia Relationship Manager. This is an excellent opportunity for individuals with a solid background in banking, wealth management, and customer relationship management to take the next step in their career at one of India’s leading private sector banks.free jobs
If you have 3+ years of experience in banking or wealth management and are looking to advance your career in portfolio management and customer relationship roles, this walk-in interview could be the right platform for you. free jobs
Walk-In Interview Details
- Date: 13th November 2024 (Wednesday)
- Time: 10:30 AM to 1:00 PM
- Venue: HDFC Bank, SM House 9, Panchsheel Community Centre, New Delhi, South Delhi
- Contact Person: Shweta Shruti
Job Openings
- 5 Positions available across the mentioned roles
- Experience Required: 3+ years in Banking and Wealth Management
- Location: South Delhi, R.K. Puram
Available Roles and Responsibilities
HDFC Bank is looking for candidates to fill multiple roles that revolve around portfolio management and relationship building with high-net-worth (HNW) clients. Here’s a breakdown of each role and its core responsibilities: free jobs
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1. Preferred Relationship Manager
The Preferred Relationship Manager (PRM) will be responsible for managing a portfolio of high-net-worth customers. The PRM will work towards enhancing and deepening relationships with these clients by providing a superior level of customer service and banking solutions. This role requires a focus on growing the relationship and maximizing profitability for both the customer and the bank. free jobs https://www.hdfcbank.com
- Key Responsibilities:
- Build, enhance, and maintain strong relationships with high-net-worth clients.
- Understand client needs and offer personalized banking solutions to meet their financial goals.
- Work towards expanding the client portfolio through referrals and new customer acquisition.
- Cross-sell HDFC Bank products and services (loans, credit cards, investments, etc.).
- Provide expert advice on investment options and wealth management solutions. free jobs
2. Personal Banker
The Personal Banker role is focused on providing excellent customer service to the bank’s individual clients. Personal Bankers are the first point of contact for customers, handling their day-to-day banking requirements and ensuring that they receive the best services. free jobs https://freejobsbadi.com
- Key Responsibilities:
- Manage customer queries related to accounts, transactions, and services.
- Offer and promote the bank’s financial products, including savings accounts, personal loans, and insurance products.
- Assist customers with account opening, transactions, and general banking services.
- Ensure all client interactions are conducted in a professional manner and meet the bank’s service standards.
- Maintain accurate documentation and ensure compliance with banking regulations.free jobs
3. Imperia Relationship Manager
The Imperia Relationship Manager (RM) role is primarily targeted at ultra-HNW clients. RMs work with a dedicated portfolio of high-value clients, offering tailored wealth management solutions and banking products that meet their unique financial needs.
- Key Responsibilities:
- Acquire and manage a portfolio of ultra-HNW clients.
- Provide bespoke financial planning, advisory services, and wealth management solutions.
- Cross-sell banking products such as loans, credit cards, investment plans, and NRI products.
- Build long-term relationships by offering regular updates on portfolio performance and addressing customer needs.
- Work with the bank’s product and operations teams to deliver customized services to clients.
Qualifications and Skills
The ideal candidates for these roles will possess a combination of academic qualifications, professional experience, and relevant skills to succeed in relationship management and portfolio handling. free jobs
Educational Requirements:
- Bachelor’s Degree (Graduation) in any discipline is required.
- Post-Graduation (MBA, PGDM, etc.) is preferred, especially for the roles that require a higher level of expertise in portfolio management and wealth services.
Key Skills:
- Sales and Influencing Skills: Ability to convince customers and offer them appropriate banking solutions.
- Knowledge of Banking Products: Understanding of the bank’s portfolio of products, including savings accounts, loans, credit cards, investment products, and NRI services.
- Customer Service Excellence: Ability to handle client queries and resolve them promptly with a focus on customer satisfaction.
- Communication Skills: Strong verbal and written communication skills to interact effectively with clients and internal teams.
- Organizational Abilities: Strong time-management and multitasking skills to manage client portfolios efficiently.
- Understanding of Financial Industry Trends: Keeping up with the latest trends in banking, wealth management, and regulatory norms. free jobs Understanding of Financial Industry Trends: Keeping up with the latest trends in banking, wealth management, and regulatory norms. free jobs
Preferred Experience:
- 3 to 6 years of experience in portfolio management, relationship management, or sales roles within the banking or wealth management industry.
- Experience working with high-net-worth clients (HNW) is a plus.
Role Interactions and Stakeholders
As a relationship manager at HDFC Bank, you will work closely with several internal teams and external stakeholders to provide exceptional service to clients:
- Branch Banking Team: Collaborating with branch staff for operational and client support.
- Operations Team: Coordinating with the operations team to ensure smooth transactions and account management for clients.
- Product Team: Working with the product team to identify and promote suitable banking products for clients.
- Treasury Team: Collaborating with the treasury team to offer investment products and services to clients.
- Credit and Insurance Partners: Engaging with credit and insurance teams to deliver comprehensive financial solutions.
- HDFC Securities: Working with HDFC Securities for investment products, portfolio management, and advisory services.
How to Apply
Interested candidates who meet the qualifications and experience requirements can walk in directly for the interview on 13th November 2024. Please bring the following documents with you:
- Updated CV/Resume
- Valid ID Proof
- Educational Documents (Degree certificates, mark sheets)
- Experience Certificates (if applicable)
- Any other necessary documents for verification
Why Choose HDFC Bank?
- Growth Opportunities: HDFC Bank provides excellent growth opportunities for banking professionals looking to specialize in wealth management and portfolio management. With a robust training program and career development focus, HDFC Bank offers a great platform for your career advancement.
- Work Environment: As a part of HDFC Bank, you will work in a dynamic, innovative, and customer-centric environment. You will have the opportunity to work with some of the best banking professionals in the industry.
- Reputation and Stability: HDFC Bank is one of India’s leading private-sector banks, known for its financial strength, customer-centric approach, and innovative banking solutions.free jobs https://www.hdfcbank.com
Conclusion
This is a fantastic opportunity for experienced professionals in banking and wealth management to take their careers to the next level with HDFC Bank. If you are passionate about providing excellent customer service, managing high-net-worth portfolios, and contributing to a leading financial institution, don’t miss this walk-in interview on 13th November 2024 in South Delhi.
Make sure to prepare your documents and come in with enthusiasm and confidence for the interview. We look forward to meeting you!
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