266 Priority Banking Jobs - Page 10

Act as the first point of contact for clients, delivering exceptional service. Address client concerns promptly and ensure a high level of satisfaction. Maintain accurate records of client interactions and follow up on unresolved issues. Ensure effective servicing and address clients related to statements , wealth related queries, portfolio statements etc. Liaising with internal teams - SME ( ME + Lib) to fulfil any client document related deficiency. Completion of investments KTC for clients on relevant portals . Key Responsibilities Strategy Create a Service Culture and ensure a superior Service experience for our customers. Business Servicing the WRB Clients for their end-to-end banking requirements Processes Ensure effective servicing and address clients related to statements , wealth related queries, portfolio statements etc Completion of investments KTC for clients on relevant portals People Talent Address client concerns promptly and ensure a high level of satisfaction. Risk Management Ensure accurate documentation and adherence to banking guidelines Skills and Experience Strong knowledge of retail banking products (accounts, loans, deposits, insurance, investments). Proficiency in using banking software/ application and CEMS Client-focused attitude with a proactive approach to relationship building. Problem-solving abilities to address client queries effectively Qualifications EDUCATION - Bachelor s degree in finance, Business Administration, Economics, or related fields (MBA preferred). TRAINING - 2 to 5 years of experience in retail banking preferably in priority banking CERTIFICATIONS - Prior experience in wealth or priority banking is required LANGUAGES - ENGLISH, HINDI, About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 29105

Dear Candidate, Urgent opening with leading Bank for Senior RM Role. Designation : Banking Partner (Min 4 Yrs exp / Max Age - 35 yrs) Sr Banking Partner (Min 6 Yrs exp / Max Age - 37 Yrs) CTC : Upto 15 - 23 LPA Role Details : Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Across Bangalore - Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose 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 a/cs ,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 form 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 Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) 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, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities 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 5+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

NO COLD CALLING - Affluent VERTICAL, LEADS WILL BE PROVIDED, HIGH CTC PLUS MONTHLY INCENTIVES(AVERAGE 50K PER MONTH) PLUS ALLOWANCES Role & responsibilities Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions Candidate should have exp handling the HNI and UHNI Clients Candidate should have exp of client acquisition and client servicing Candidate should have knowledge of derivatives , options, cash and trading. Preferred candidate profile Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 2+ Years in Equity / MF / PMS / Broking/ Affluent /Burgundy Domain Knowledge: Understanding of capital markets IT Skills: MS Office Good communication skills English & regional language (mandatory) Age group: 21-35 years Perks and benefits PF, ESIC, Helath Insurance, Travel allowance

To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: * Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: Need Analysis Scheme Selection ¢ Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: • • • • Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. • • • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. • • Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: • • • Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: • • Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. • • Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability • Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. • • Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company • Cost To Company: Negotiable Experience: Experience - 6 months to 7 years • •

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing 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 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 Priority 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 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 handle pressure and meet deadlines Good networking and relationship building skills. Contact Viveka Lakshmi-HR Axis Bank 7842852532 pulagum.lakshmi@axisbank.com

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

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - JP Nagar Note: Candidates having 10+ 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 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 10+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10 AM to 12 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - JP Nagar & Jayanagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose 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 a/cs ,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 form 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 Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) 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, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities 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 can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred 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 Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Preferred 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 rapport 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. Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market 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 NRI Preferred Customer Product Penetration & contribution towards focused product •Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) 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 3-4 yrs Exposure to NRI segment (preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Notes (Any specifications apart from all mentioned above, to be communicated for the role) 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 can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Insurance, 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 Insurance/Mutual Fund Company only. Interested Candidates please share your profile on pradeepjain@rathi.com Desired Candidate Profile Preferably looking for Experienced Relationship Manager from Banks & Broking Company & General Insurance and Life insurance and Mutual Fund etc( Min 1yr -10 years ) Perks and Benefits Salary 04Lpa - 10 Lpa + Incentive as per policy Office Address : Anand Rathi Share & Stock Broker Ltd Second Floor, Sharddha House, Kingsway, , Opp. Bank Of India Nagpur - 440 001. MS , - India Tel No: +91 712 663 5600 Website: www.rathi.com

Walk in Interviews -17th May 2025 - Retail Branch Banking - Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Personal Banker Classic & Sales 2. Branch Sales Mangers 3. Personal Banker NRI 4. PB Teller Authorisers Role & responsibilities 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 a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank 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. Preferred candidate profile Candidate with minimum at least 3 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 17th May 2025 - 10AM to 2PM HDFC Bank House, Ground Floor, Road No 1, Banjara hills, Hyderabad Land Mark : Besides Viranchi Hospital

Greeting from HDFC Bank!! We have urgent opportunity of PB Teller Authorizer - RBB across Hinjewadi area Pune. Note: Candidates having 5+ years experience in Banking need to apply. Job Name - PB Teller Authorizer - Retail Branch Banking Job Title : (Job Name) PB Teller Authorizer Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Purpose Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and retention of existing portfolio Job Responsibilities(JR) : Actionable (4-6) Supervisory responsibility Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure quality customer service is delivered Resolution of customer queries/complaints Customer service to ensure walk in customers issues Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable Branch Operations and Audit Compliance Transactional responsibility Authorize Personal Banker transactions Corporate salaries processing Cost Management and staff productivity Responsible for Cash and Customer transactions at the Teller counters Supervising all Non-Cash transactions like DD/MC, fund transfer etc Penetration of Saving Accounts on non liability customers Reconciliation and maintenance of suspense accounts register as per the required format Sales Branch Merchandising Generate business, cross sell and monitor cross sales of Personal Bankers Generate leads for Third Party Products to the customers Ensure that all tellers are adequately trained on the Products of the bank. Educational Qualifications

Greeting from HDFC Bank! We have urgent hiring for Preferred/Imperia-RM (Retail Branch Banking) Job Location: G.Noida Note: Candidates having 5+ years experience in Retail branch Banking and Wealth Management need to attend the interview. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Purpose 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 a/cs ,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 form 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 Key Skills ( listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) 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 5 to 10 yrs Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Interview Date- May 16, 2025 (Friday) Timings- 12 AM to 4 PM Venue- HDFC Bank, C1, Alfa Marg, Alpha-I Commercial Belt, Block E, Greater Noida, UP, 201306 Spoc Person- Sonu Singh (HR)

Job TitleLodha Capital Market Job Code HREQ2017/12/66 --> Job Location Kolkata Experience 12-30 LPA Gender Job Details Required candidate having experience in mutual fund, portfolio management, unlisted company . Can deal with HNI, corporate & Professional Salary Per Year 20-30 LPA Apply Now

Role & responsibilities Key Responsibilities: - Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals. - Recommend and manage a diversified portfolio of mutual funds tailored to client requirements. - Provide clients with ongoing support, performance updates, and market insights. - Generate new business through referrals, networking, and prospecting potential clients. - Collaborate with the investment and research teams to create appropriate solutions for clients. - Ensure clients are fully informed about mutual fund products, risks, and investment strategies. - Monitor market trends and provide timely updates and advice to clients on their investment portfolios. - Assist in the preparation of client presentations, reports, and other documentation. - Meet and exceed sales targets and other performance metrics. Preferred candidate profile Bachelors degree in finance/marketing, Business, or related field (MBA preferred). - Proven experience (3+ years) in mutual fund sales, wealth management, or financial services. - Strong knowledge of mutual funds, investment strategies, and financial markets. - Excellent communication and interpersonal skills to build and maintain client relationships. - Client-focused with a strong ability to understand and address clients financial goals. - Results-driven with a passion for achieving sales and business development goals. - Ability to work independently and as part of a team.

Job Location: Godhra, Halol & Dahod Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic 3. Preferred Relationship Manager 4. Branch Sales Manager Role & responsibilities 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 a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank 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. Preferred candidate profile Candidate with minimum at least 2 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 14 May 2025 - 11AM to 3PM HDFC bank Ground Floor, Shop No 9 To 13, Vinayak Hub, Kanjari Road , Halol, Gujarat-389350 Contact person - Mr. Paresh Tahelyani (Cluster Head)

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

Wealth/ Affluent / Burgundy Relationship Manager : Gurugram / Manesar / Haryana Contact : Ms. Sneha Bhatt 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.

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Min 4 years into HNI/UHNI/NRI/Priority clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Hyderabad. Job Location : Across Hyderabad Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose 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 a/cs ,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 form 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 Key Skills ( examples listed below) Any Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Experience Required : Minimum experience in years 5 to 12 Exposure to Portfolio Management segment (Preferred) 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 . Please share updated resume on sivakumar.k1@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Warm Regards, Siva Kumar Karur Talent Acquisition Partner - RBB sivakumar.k1@hdfcbank.com