Job Description

As a Relationship Manager in the Private Banking Group (PBG) at HDFC Bank, you will play a key role in providing personalized wealth management solutions to high-net-worth individuals (HNIs) and Ultra HNIs. The role demands a deep understanding of financial products, an ability to offer customized solutions, and the capability to build strong and enduring client relationships.Key Responsibilities:- Client Acquisition & Relationship Management:- Identify and acquire high-net-worth clients (HNIs) and Ultra HNIs.- Build and nurture long-term relationships with clients to ensure loyalty and retention.- Understand client financial goals and tailor wealth management solutions to meet their needs.- Develop a personalized portfolio strategy for clients in line with their financial objectives, risk tolerance, and investment horizon. Portfolio Management & Advisory :- Provide expert advice on investment products, asset allocation, estate planning, and retirement planning.- Monitor clients' portfolios, track their performance, and suggest timely rebalancing or restructuring as needed.- Offer insights into market trends, investment opportunities, and economic developments to enhance client decision-making. Sales & Revenue Generation:- Cross-sell the bank's products such as mutual funds, structured products, insurance, fixed income, and more.- Drive revenue growth through proactive relationship management and achieving business targets.- Monitor and manage the overall PBG business performance, focusing on enhancing profitability.Salary :- upto 32 lakhs Note :- 1. The candidate current location is Mumbai or having a clients based of Mumbai 2. We need those candidates as Relationship manager whose Having Atleast an Experience of 7 Years As RM in wealth products3. The current fixed ctc of candidates is 18 lakhs or more than (ref:updazz.com)

Skills Required