RM-Wealth

• *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.

• *CRM within prescribed timelines**

Ensure timely updates of client solutions and product mix in CRM.

• *Education:**

Graduation/Post\-Graduation in Marketing/Finance.

• *Certifications:**

AMFI Certification, NCFM Certification (Optional), IRDA.

• *Key Competencies**

Sales and influencing skills, banking product and process knowledge, relationship management, planning and organizing, communication.

• *Major Stakeholders**

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

### **Skills**

Refer to the Job Description

• *About HDFC Bank**
• ------------------

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994\. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995\. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025\. 50% of the branches are in semi\-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

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