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15/10 Sameer Quraishi
Talent Acquisition Partner at HDFC Bank

Views:124 Applications:32 Rec. Actions:Recruiter Actions:24

HDFC Bank - Relationship Manager - Private Banking (3-6 yrs)

Ahmedabad/Gujarat Job Code: 132832


To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques


Customer Service:

1. Offer Private Banking/ wealth management services through products like mutual funds, structured products, insurance, asset allocation, bonds and derivatives.

2. Managing relationships of super HNI clients & retaining the relationships

3. Service the banking requirements of the super HNI clients.

Business Development:

1. Acquiring high value relationships into the private banking groups.

2. To achieve sales targets in terms of income generated across all advisory products in slabs of 2 crs, 1 cr and 0.5 cr.

3. To execute cross sell efforts as per focus of the bank at any given point in time.

4. To be updated on the financial markets and in advisory products / services in particular.

5. To acquire new clients in the targeted HNI segment from outside the bank.

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