HDFC Bank - Senior Relationship Manager - Private Banking - HNI Segment

Key Skills requirements for a candidate :

1. Relationship management skills

2. Good communication skills

3. Portfolio Management

4. Experience of min. 7-8 years of handling/acquisition of HNI or Ultra HNI clients

5. Knowledge and experience of handling wealth products (preferably MFs, Investment Products etc.)

Responsibilities :

- To acquire new clients in the targeted HNI segment from outside the Bank consistently.

- Business generation on Investment Advisory Services.

- To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP

- Guiding, developing and motivating Team members for achieving Team targets.

- Ensuring proper development of Business in terms of clients, Market share, processes and relationship management.

- To work with the retail branch banking channels towards lead generation, client acquisition and servicing.

- To ensure a high level of customer satisfaction.

- To execute cross-sell efforts as per focus of the Bank at a given point in time.

- To retain and enhance Advisory relationships that are converted.