RM-Wealth

Hdfc Bank

Delhi

On-site

INR 1,200,000 - 2,100,000

Full time

5 days ago

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Job summary

HDFC Bank Limited is seeking a Relationship Manager for the Private Banking Group in Delhi. The role focuses on wealth management, client engagement, and cross-selling of banking products with a strong emphasis on CRM, target achievement, and relationship growth.

You will work under the Senior RM/Regional Head, handling high-net-worth clients, with travel as required. Graduation/PG in Marketing or Finance, and AMFI/NCFM/IRDA certifications are preferred to ensure up-to-date product knowledge.

Qualifications

Graduation or PG in Marketing/Finance.
AMFI Certification, NCFM Certification (Optional), IRDA.

Responsibilities

Achieve defined TPP and banking targets including 55, 75, and 100 Lacs.
Meet absolute targets for PBG across TPP and seniors.
Achieve banking targets focusing on income objectives with product penetration.
Generate Rs 1,00,000 per customer from partial self-base for RM roles.
Drive 10% AUM growth for self-base and team levels.
Sign-on new clients and convert existing clients with PBG services.
Maintain CRM updates and adhere to client management policies.
Deliver solutions based on customer needs and gather feedback.
Stay updated on equity knowledge and industry trends.
Strategically plan goals aligned with desk objectives and monitor progress.

Skills

Sales skills

Banking knowledge

Relationship mgmt

Planning & organizing

Communication

Education

Graduation/Post-Graduation in Marketing/Finance

Job description

Job Title

Relationship Manager - Private Banking Group

Business Unit

Private Banking

Reporting To

Sr. Relationship Manager/Regional Head

Job Function and Role Type

Sales, Individual Contributor, Moderate/Extensive Travel

Version No

1.0

Job Purpose

Enhance business development as per bank objectives and ensure quality customer service through wealth management techniques.

Key Responsibilities

Slabs

Achieve 55, 75, and 100 Lacs TPP and banking targets.

Individual PBG Targets across TPP (40%)

Meet absolute targets measured by achievement over target.

Banking Targets - Individual (10%)

Achieve banking targets focusing on defined income objectives. Ensure base penetration with relevant products.

Customer level profitability objectives to be met self and team (10%)

Achieve Rs 1,00,000 per customer from 75% of self-base for RM and self & team level for Senior RM.

AUM Growth objectives to be met self and team (10%)

Achieve 10% AUM growth for self-base for RM and self & team level for Senior RM.

Client sign on objectives as defined by Business Head (10%)

Achieve client sign-on objectives including new-to-bank clients. Convert existing bank clients by offering PBG services.

Customer Relationship Management Objective (10%)

Ensure quality customer interactions updated in CRM as per desk requirements. Adhere to Client Contact Management and Personal Meeting policies, updating CRM within timelines.

Client Solutions and Product Mix Objective (10%)

Deliver benchmarked solutions based on customer needs. Gather customer feedback on solutions provided.

Functional/Industry Knowledge

Stay updated on functional and industry knowledge.

Developing people & relationships

Set a positive example, 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 achieving measures of excellence.

Strategic Planning

Set clear, achievable goals aligned with desk objectives and monitor progress.