HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995.
On April 4, 2022 the merger of India€™s largest Housing Finance Company, HDFC Limited and the largest private sector bank in India, HDFC Bank was announced. HDFC Ltd, over the last 45 years has developed one of the best product offerings, making it a leader in the housing finance business. HDFC Bank enables seamless delivery of home loans as a part of its wide product suite catering to urban, semi urban and rural India.
Job description
Greeting from HDFC Bank!!
We have urgent opportunity of Head Relationship Banking RBB – Bangalore
Job Locations: Bangalore ( Old Airport Road, Thippasandra, Indiranagar and IT Park)
Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply.
Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking
Job Title : (Job Name) Head Relationship Banking
Business Unit (PA) : Retail Branch Banking
Reports to (job) : Branch Manager
Location of role : Bangalore (Old Airport Road, Indiranagar, Thippasandra and IT Park)
Job Fn : Sales
Role Type: Supervisory
No of direct reportees: 5 to 9
Job Purpose :
The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income.
Ensuring RMs meet the right customers and have a meaningful engagement with customer
Ensuring the RMs are trained and equipped to handle customer queries
Job Responsibilities(JR) : 6 8 Areas
Actionable (4-6)
Acquisition of High new worth customers to the Bank
- Acquire new customers who meet product criteria through cross-referencing
- Ensuring timely onboarding of quality accounts in the HNW channel for the bank
- Ensuring lowest depletion of the newly acquired accounts
- Increase liabilities size of relationship via balances in accounts of existing customers
Managing the High Net worth customers of the Bank
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensuring the highest level of service to the customers in the branch
- Profiling Customers and Providing Financial planning & Investment Advise as per customers need
- To ensure maintenance of updated Relationship File
Mentoring the RMs in the branch
- To handle a team of 4 to 9 Preferred Relationship Manager
- Recruitment and training of Relationship Manager Team and Lead a result oriented team
- Ensuring the RMs are trained and well equipped with data and products to handle and service the customers
- Ensuring the Relationship managers are meeting the right set of customers
- Ensuring joint calls with the relationship managers
- Complaints Handling for the RM Channel
Meeting Business Objectives
- Ensure clarity of Business objectives among staff
- Monitoring quality sales and processes in the Relationship Managers portfolio
- Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell
- Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets
Educational Qualifications (examples listed below)
Key Skills(examples listed below)
- Graduation:
- Post-Graduation:
Certifications:
- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry.
Experience Required (examples listed below)
- Minimum experience in years 3 years in Retail Branch Banking in HNW Channel
- Exposure to banking preferable
Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below)
- Customers
- Branch Banking Team
- Operations- WBO
- NR Product Team
- Treasury
- HLIC
- Insurance CAM
- MF Fund houses personnel
- HSL personnel
- Corporate banking
- Corporate Salary
- Wholesale banking
- TPP Team
- Assets Team
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 directly walk-in at
HDFC Bank – Koramngala Main Branch, Site No. 6B 20th Main 07th Block Koramangala Bangalore – 560095B
Date : 29th Aug24 (Thursday), Timing – 10:30 AM to 01:00 PM
Warm Regards,
Abhai Srivastava
Talent Acquisition Partner – RBB South2
abhaikumar.srivastava@hdfcbank.com