Reg. Head-Wealth

Hdfc Bank; Mumbai; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

HDFC Bank is seeking a Regional Head to lead the Private Banking Group across the region. You will manage Senior Advisors and Investment Advisors to ensure delivery of business results and growth in AUM and revenue.

The role focuses on strategic planning, team development, and executing sales initiatives with a strong emphasis on client acquisition and retention.

Qualifications

• Graduation/PG in Marketing or Finance or CA required.
• AMFI/NCFM/CAIIB certifications beneficial.
• Experience in private banking sales and team leadership preferred.

Responsibilities

• Deliver benchmarked product solutions aligned with customer needs.
• Achieve regional PBG targets across TPP (20%).
• Ensure Rs. 100,000 profitability per customer from 80% of the base.
• Allocate time for banking activities and meet objectives.
• Conduct one team-building activity monthly.
• Own tasks with clear deadlines and monitor progress.

Skills

Sales leadership

Relationship management

Planning & organizing

Communication

Education

Graduation/PG in Marketing or Finance or CA

Job description

Job Title

Regional Head

Business Unit

Private Banking Group

Reporting To

Sr. Regional Head / Sales Head

Job Function and Role Type

Sales, Supervisory

Version No

1.0

Job Purpose

To lead the Private Banking business and teams in a region, ensuring delivery of business results through Senior Advisors and Investment Advisors.

Key Responsibilities

• Ensuring Product Mix Weightage Deliver benchmarked product solutions aligned with customer needs.


• Regional PBG Targets across TPP (20%) Achieve absolute and relative team targets measured by AUM growth, revenue, and new client sign-ons.


• Customer Level Profitability objectives from TPP to be met (10%) Ensure Rs. 100,000 profitability per customer from 80% of the base.


• Ensuring Banking Objective of team at overall Allocate 1.5 hours daily to banking activities and meet key banking objectives.


• Activities for Team Building (5%) Conduct one team-building activity monthly.


• Handling nominated tasks in a structured manner with communicated deadlines (5%) Own tasks, create achievement plans, monitor progress, and escalation delays.


• Functional / Industry Knowledge Stay updated on functional and industry trends.


• Developing people and relationships Set positive examples, guide staff through tasks, and build rapport.


• Research Excellence Maintain strong knowledge in equity and related areas.


• Result and Process Orientation Focus on creating and adhering to measures of excellence.


• Strategic Planning Set clear, achievable goals aligned with broader objectives and monitor progress; Cover Sales Process Across Planning, Guiding; Plan, guide, monitor, and take corrective actions for sales processes.


• Cover sales process across planning, guiding


• Marketing Initiative for clients - penetration Ensure client sign-ons and retention through monthly and quarterly initiatives.


• Handling nominated tasks in a structured

Education

Graduation/Post-Graduation in Marketing, Finance, or CA.

Certifications

AMFI, NCFM (optional), CAIIB.

Key Competencies

Sales and influencing, relationship management, planning and organizing, communication, knowledge of competition.

Major Stakeholders

Customers, Branch Banking Team, Operations, Product Team, Treasury, Insurance CAM, MF Fund Houses, HSL Personnel.

Required Skills