HDFC Bank is one of India’s leading private sector banks, known for its strong presence in retail banking, wealth management, and digital banking services. It serves millions of customers through a wide network of branches and digital platforms.
- Leading bank in retail & preferred banking segments
- Strong focus on HNI (High Net Worth Individual) customers
- Offers diverse products: loans, investments, insurance, wealth services
- Known for customer-centric and technology-driven banking
Job Details Table – Preferred RM & Authorizer Role
| Category | Details |
|---|---|
| Company Name | HDFC Bank |
| Role | Preferred Relationship Manager / Authorizer |
| Department | Retail Branch Banking |
| Industry Type | Banking |
| Employment Type | Full-Time, Permanent |
| Experience Required | 5 – 10 Years |
| Salary | Not Disclosed |
| Job Location | Pune (Hinjewadi / Pimpri) |
| Openings | 9 |
| Applicants | Less than 10 |
Walk-In Interview Details
| Category | Details |
|---|---|
| Walk-in Date | 4th April |
| Time | 9:30 AM – 1:00 PM |
| Venues | Hinjewadi (Rajiv Gandhi Infotech Park) OR Pimpri (Kamala Crossroads, Finolex Chowk) |
| Contact | Deeksha / Navin Tiwari / Dinesh Borse |
Job Purpose
| Objective |
|---|
| Manage and grow relationships with HNI (High Net Worth Individual) customers |
| Provide end-to-end banking and financial advisory services |
| Increase portfolio value, customer engagement, and profitability |
Key Responsibilities
Portfolio & Relationship Management
| Tasks |
|---|
| Acquire and manage Preferred/HNI customers |
| Build long-term relationships and enhance portfolio value |
| Retain customers and reduce attrition |
| Conduct regular client interactions and profiling |
Sales & Revenue Growth
| Tasks |
|---|
| Cross-sell banking products (loans, insurance, investments) |
| Achieve MTD & YTD revenue targets |
| Increase wallet share and product penetration |
| Acquire family accounts and expand network |
Operations & Compliance
| Tasks |
|---|
| Ensure error-free documentation |
| Follow KYC / AML compliance norms |
| Maintain portfolio quality and hygiene |
| Handle account-related operations (FD closure, stop payments, etc.) |
Customer Service
| Tasks |
|---|
| Resolve customer queries within TAT |
| Provide proactive service and updates |
| Promote digital banking channels |
| Maintain high customer satisfaction |
Eligibility Criteria
| Qualification |
|---|
| Any Graduate (Mandatory) |
| Certifications Preferred: AMFI / IRDA / NCFM |
Required Skills
| Skills |
|---|
| Strong sales & influencing skills |
| Knowledge of banking products & wealth management |
| Understanding of NRI banking & financial regulations |
| Excellent communication & relationship management |
| Planning and organizational skills |
Additional Requirements
| Criteria | Details |
|---|---|
| Experience | Minimum 5+ years in Banking/Wealth Management |
| Role Type | Individual Contributor (IC) |
| Reporting To | Branch Manager / Head Relationship Banking |
| Work Mode | Work From Office |
Quick Summary
- Role: Preferred RM / Authorizer
- Industry: Banking
- Location: Pune (Hinjewadi & Pimpri)
- Walk-in: 4th April
- Experience: 5–10 years
- Openings: 9
