280 Preferred Banking Jobs

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Besides leading a small team, the position shall also manage key clients personally. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 12-20 years of experience in Wealth Management or related field with expertise in HNI Sales, HNI Acquisition, HNI Client Handling, Investment Advisory Services. Proven track record of achieving revenue targets through effective relationship management skills.

We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 8 years' experience in banking sales - Proven track record in HNI banking sales - Excellent relationship management & communication skills - Knowledge of banking products, regulations and market trends

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker NRI Business -Across Hyderabad Job Locations: Across Hyderabad Note: Candidates having 3+ years experience in NRI Banking need to apply. Job Name PA (Business Unit) : Personal Banker NRI Business Job Title : Personal Banker-NRI Business Unit (PA) : NRI Business Role Type: Individual Contributor Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Certifications: AMFI Certification 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 : Minimum experience in years - 3 years Exposure to NRI segment (preferred) Note: Candidates having 3+ years experience in NRI Banking need to apply.

Multiple private banks are hiring Wealth Managers/Private Wealth Managers/Affluent RMs/Branch Managers/ BBG RMs/RM Working Capital, etc for Maharashtra, Gujarat, Rajasthan, Delhi-NCR, Karnataka, Andhra Pradesh, Haryana, Chattisgarh, Goa, Tamil Nadu Required Candidate profile Local candidates with a minimum of 3 years relevant experiance working in any Private Bank in HNI/Business Banking sales and portfolio management or acquisition are most welcome

Role & responsibilities Generate new sales leads for acquiring new NRI New To Bank customers through referrals from existing NRI clients, stock brokers, shipping companies, NRI associations, IT/ITES companies, etc To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. Responsible for increasing liabilities size of relationship via balances in accounts of New To Bank and existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India. Increase customer engagement through cross - selling investment Products like Life Insurance, General Insurance and other non-investment products like Forex, Remittances, Loans, etc Preferred candidate profile Experienced candidates must be from acquisition background. Have to acquire quality NR accounts Create healthy book value in accounts and cross sell the banking products. Background should be from CASA / Privilege Banker

Urgent Hiring for !!! PCG Relationship Manager!!! for one of the leading broking firm. Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM) Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Roles and Responsibilities Manage high net worth (HNI) clients' portfolios, including investment advisory services and product sales. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell opportunities. Identify new business prospects through networking, referrals, and market research to expand the client base. Collaborate with internal teams such as trading, operations, and compliance to ensure seamless execution of trades and services. Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues. Desired Candidate Profile 3-10 years of experience in wealth management or related field (HNI sales/premier banking). Strong understanding of investment products (equity/debt), mutual funds, NRI services, priority banking solutions. Excellent communication skills for effective relationship-building with clients; ability to articulate complex financial concepts simply. Interested Candidate can connect me on kalpana.roy.ext@yesbank.in

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Sturcture product Mutual funds, PMS , SIPs, AIF & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Manage HNi Clients ticket size 50 Lac and above Candidate having good relationship with HNI Clients. Min 30 Cr Equity AUM Managing Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking wealth product Interested Candidates please share your profile on nasimkhan@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest level Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings Ensure training and certifications as per the Banks policies and regulatory requirements Awareness of and compliance to all policies and procedures of the Bank Interested Candidates Pls share your updated CV to Balaji.sivaraj@indusind.com or Whatsapp your CV to 9884753923

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Ankleshwar. Job Location: Ankleswar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Vadodara. Job Location: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Zonal Office - 2nd Floor, Kanha Capital, RC Dutt Rd, Alkapuri Society, Alkapuri, Vadodara - 390007 Date: 25th Jul'25 (Friday) Time 11:00 AM to 04:00 PM

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping Office Address : Anand Rathi Share & Stock Broker Ltd PS Arcadia Centrum, 10th Floor 69, Park Street - 700016 Website: www.rathi.com

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Ahmedabad location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Job Purpose Responsible for acquiring and managing High Net-Worth (HNI) customers under the Preferred Programme . This includes providing a superior customer experience, enhancing relationship profitability through cross-sell, upsell, family account acquisition, and retention. The RM also works on acquiring new-to-bank Preferred relationships, being a single point of contact for the customer's financial needs to grow relationship value and wallet share. Key Responsibility Areas HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaise with PB/Preferred RM to flag eligible Classic/Preferred customers Acquire new customers meeting product criteria Conduct regular customer interactions to build rapport and update profiles Enhance overall portfolio value/book size Maintain portfolio hygiene and quality Cross-sell bank products based on customer needs Conduct joint calls with supervisors as per process Offer advisory services in coordination with PBG Control customer attrition Achieve MTD and YTD revenue targets Operations, Marketing & Processes Ensure error-free documentation for account opening and instructions Adhere to KYC/AML norms at all times Follow 5-S norms at the individual workstation Increase in Wallet Share Identify and act on cross-sell opportunities to position HDFC Bank as a one-stop financial solution Expand sales to family members and customer network Ensure optimal holding of Income Generating Product Groups (IPGH) Product Penetration & Focus Product Contribution Maintain optimal IPGH levels Enhance customer-to-group (CTG) level Customer Service Deliver quality service and resolve queries/complaints within TAT Communicate proactively on process or regulatory changes Maintain regular communication on customer requests and concerns Promote usage of direct banking channels Introduce customers to RBH/BM/PSO for seamless backup Ensure smooth portfolio handovers/takeovers Educational Qualifications Graduation Post-Graduation Certifications (Preferred) AMFI Certification IRDA Certification NCFM Certification (Optional) Key Skills Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication Skills Knowledge of Competition and Financial Industry Trends Experience Required 5 to 10 years of experience Prior exposure to Portfolio Management is preferred Major Stakeholders Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General / Health Insurance Partners AMCs HDFC Securities

Key Responsibilities: Acquire new customers through direct sales of savings/current accounts, debit/credit cards, and cross-sell of other banking products (loans, investments, insurance). Conduct field visits, cold calls, and participate in sales drives. Ensure quality acquisition with specified KYC and documentation. Meet monthly sales targets and drive revenue growth. Maintain customer relations and resolve basic banking queries. Assist in branch operations and compliance when required. Qualifications & Skills: Graduate (any stream), MBA preferred. 0-2 years of sales experience (fresher with good communication skills can apply). Goal-oriented, with a flair for sales and relationship building. Good knowledge of local geography and customer behavior.

Job Purpose Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers. Job Responsibilities(JR) : 6 8 Areas Actionable (4-6)Business Development To achieve overall business targets on volumes and profitability for BBG customers. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team. RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors. These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments. Monthly review to be done with various product groups and supervisors who support the RMs portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration. Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level. Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts. Increasing the IPH and CTG to ensure revenue maximization. Customer relationship management Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer. Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities CAM Preparation & query resolution Customer negotiation on rates and other issues relating to charges. Daily servicing of customer w.r.t. Cheque referrals, customer queries related to Banking, Issuance of Cheque books, managing cash deposition withdrawal issues, solvency certificates, trade & Fx transaction, etc. To make sure high level of client satisfaction. Coordinating with internal and external stakeholders Co-ordination with credit for CAM approval, deferral waiver extension & other customer requirements like Buyers credit, TODs Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement. Coordinating with trade desk and customer for smooth LC/BG issuance, and for import export payment, BG invocation, LC payment E-Net, CMS and cross sell of other such products. Ensuring Compliance and Health check of portfolio Portfolio review and remedial management which includes managing exits, line reductions, recovery and restructuring of exposures. Management of stress and critical accounts. Also ensuring completion of Housekeeping pendencies including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc. Follow-up and regularization of TODs High value transaction reporting and tracking. Educational QualificationsKey Skills Post Graduate in Finance or Chartered Accountant Strong understanding of Financials and Balance sheets Strong Relationship Management skills Sales and Influencing Skills Strong Analytical ability Good Interpersonal and Negotiation skills Understanding of the Banking Industry Understanding of the SME sector Experience Required Minimum 2-3 years of experience in Working Capital Sales and Service portfolio in a Private Sector Bank Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Credit underwriting team Branch Banking Team Operations Treasury Salary Team Private Banking Group Legal & Audit Lawyers and Valuers BIU (Finance) Retail Assets (Auto Loan, Home Loan) Credit Cards, Digital teams for Payzapp, E-net, TON etc. Insurance , General and Life

Role Objective: Ensure value build-up & cross-sell in assigned base current account relationships. Job Responsibilities (JR): Actionable 1. Customer Engagement Customer engagement through personal visits at a pre-defined frequency. 2. Customer Service Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc., to ensure primary banking behaviour. 3. Relationship Value Enhancement Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value. 4. Product Penetration Understand customer's business profile and requirements. Fulfil needs via products/services such as Trade Finance, Forex, Cash Management Services, POS Machines, Payment Gateway Solutions, Doorstep Banking, Loans, Life & General Insurance, etc. 5. Migration to Digital Platform Migration of transactions to Digital Banking Channels (Net Banking/E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements, etc.) as per customer profile needs and preferences. 6. Central Initiatives Maintaining portfolio health i.e., Account activation and balance maintenance. Ensure action on central triggers and customer service initiatives. Educational Qualifications (examples listed below): Graduation: Post-Graduation: Key Skills (examples listed below): Sales and Influencing Skills Banking Product & Process Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial industry Experience Required (examples listed below): Minimum experience: 1 year Exposure to banking preferable Major Stakeholders (intra-team and cross-functional stakeholders to interact with): Customers Branch Banking Team TPP Team Asset Team

Job Title: Preferred Relationship Manager Role Objective: Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family accounts, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas: Activities HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/Preferred RM to flag eligible customers from Classic/Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile Enhance the overall value/book size of the portfolio Maintain the overall quality/hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC/AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in Wallet Share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income Generating Product Group Holding (IPGH) is reached Product Penetration & Contribution Towards Focused Product Ensure that an optimal level of Income Generating Product Group Holding (IPGH) is reached Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT The customer is informed about any regulatory or process change. Keep the customer updated on program features Ensure timely customer communication on requests and concerns raised Proactive complaint management through feedback from customers Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non-PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Key Skills: Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry Experience Required: Minimum experience in years: 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra-team and cross-functional stakeholders): Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities

Manage relationships with existing clients to increase sales revenue through cross-selling of products such as SME banking, term loan, working capital loans, etc. Identify new business opportunities by visiting potential customers and acquiring new accounts. Develop a deep understanding of customer needs and provide tailored solutions to meet their requirements. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Maintain accurate records of client interactions, transactions, and performance metrics.

Role Objective: Ensure value build-up & cross-sell in assigned base current account relationships. Job Responsibilities (JR): Actionable 1. Customer Engagement Customer engagement through personal visits at a pre-defined frequency. 2. Customer Service Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc., to ensure primary banking behaviour. 3. Relationship Value Enhancement Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value. 4. Product Penetration Understand customer's business profile and requirements. Fulfil needs via products/services such as Trade Finance, Forex, Cash Management Services, POS Machines, Payment Gateway Solutions, Doorstep Banking, Loans, Life & General Insurance, etc. 5. Migration to Digital Platform Migration of transactions to Digital Banking Channels (Net Banking/E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements, etc.) as per customer profile needs and preferences. 6. Central Initiatives Maintaining portfolio health i.e., Account activation and balance maintenance. Ensure action on central triggers and customer service initiatives. Educational Qualifications (examples listed below): Graduation: Post-Graduation: Key Skills (examples listed below): Sales and Influencing Skills Banking Product & Process Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial industry Experience Required (examples listed below): Minimum experience: 1 year Exposure to banking preferable Major Stakeholders (intra-team and cross-functional stakeholders to interact with): Customers Branch Banking Team TPP Team Asset Team

Job Purpose: Responsible for including HNI customers into the Imperia/Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family accounts, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/Imperia relationships. To be a one-point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas: (68 Core Areas) Activities 1. HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/PB/Preferred RM to flag eligible customers from Imperia/Classic/Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile Enhance the overall value/book size of the portfolio Maintain the overall quality/hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG Attrition control of customers Achieving MTD and YTD Revenue Targets 2. Operations, Marketing & Processes Error-free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc.) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation 3. Increase in Wallet Share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one-stop shop and solution for all banking needs of the Imperia customer Sales to family members and associates (all network) Ensure that optimal levels of Income Generating Product Group Holding (IPGH) is reached 4. Product Penetration & Contribution Towards Focused Product Ensure that an optimal level of Income Generating Product Group Holding (IPGH) is reached Enhance client's Customer to Group (CTG) level 5. Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT The customer is informed about any regulatory or process change. Keep the customer updated on program features Ensure timely customer communication on requests and concerns raised Proactive complaint management through feedback from customers Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non-PSO branch) so that there is backup when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications: Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Key Skills: Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication Skills Knowledge of Competition & Current Trends in the Financial Industry Experience Required: Minimum experience: 2 to 6 years Exposure to Portfolio Management segment (Preferred) Major Stakeholders (Intra-Team and Cross-Functional): Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities

Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products / services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 2 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel

Come Directly for Interview: Contact Person : Ms. Divya Agarwal (HR) / Ms. Sneha Bhatt Date : 24th July 2025 (Thursday) Time : 10:30 AM to 12:30 PM (Sharp) Venue : Axis Bank ,Gurgaon, Sco-29, Sector-14,Near Huda Office, Old Delhi-Gurgaon Road,Gurgaon-122001, Haryana About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.