RELATIONSHIP MANAGER - Wealth

About the company
HDFC Bank is one of India's leading private banks and was among the first to receive approval from the Reserve Bank of India (RBI) to set up a private sector bank in 1994 with it registered office in Mumbai, India. As of March 31, 2025, the Bank's distribution network was at 9,455 branches and 21,139 ATMs across 4,150 cities / towns.
HDFC Bank, inaugurated its first branch in Singapore to provide banking services in Singapore. HDFC Bank has been granted a wholesale banking license by the Monetary Authority of Singapore (MAS).
HDFC business philosophy is based on five core values - Operational Excellence, Customer Focus, Product Leadership, People and Sustainability.

Job Description and Responsibilities
On behalf of our client, we're looking for a high calibre professional to join their team and build up an emerging presence as a Relationship Manager. At HDFC Bank, they provide their employees with ample opportunities for career growth and development. The positive work environment and comprehensive training programmes ensure that their team of professionals is highly motivated and equipped with the skills to excel in their respective roles. They believe that the ultimate identity and success of their bank will reside in the exceptional quality of their people and the extraordinary efforts.

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

Job Responsibilities:
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 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

• Graduation/Post-Graduation
• Certifications

AMFI Certification
IRDA Certification
NCFM Certification (Optional)
CAIIB (Optional)
Internal Certification (NR Modules)

Key Skills

• 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

Kindly be informed that only shortlisted candidates will be contacted.

Khandalkar Deepti Sunil
Direct line: 66318505 (Ext.309)
EA licence no.: 19C9769
Email: [Confidential Information]
Personal Registration number: R1545009