HDFC Bank Limited is one of India’s leading private sector banks, offering a comprehensive range of banking and financial services across retail, wholesale, and digital banking segments. Renowned for its customer-centric approach, innovative financial products, and strong nationwide presence, HDFC Bank serves millions of customers through an extensive network of branches and digital platforms. The bank provides excellent career opportunities, continuous learning, and long-term growth for professionals in wealth management, relationship management, and retail banking.
Walk-In Interview Details
| Particulars | Details |
|---|---|
| Company Name | HDFC Bank Limited |
| Job Role | Preferred Relationship Manager (Preferred RM) |
| Business Unit | Retail Branch Banking |
| Department | BFSI, Investments & Trading |
| Role Category | Banking Operations |
| Employment Type | Full-Time, Permanent |
| Job Location | Bengaluru (Indiranagar, Thippasandra, Halasuru, V.V. Puram, Church Street & Infantry Road) |
| Experience Required | 5–10 Years |
| Salary | ₹8 – ₹17 LPA |
| Walk-In Date | 9th July 2026 (Thursday) |
| Interview Time | 2:00 PM – 4:00 PM |
| Openings | 07 |
| Preferred Candidates | Women Candidates |
Educational Qualification
| Qualification | Eligibility |
| Undergraduate | Any Graduate |
Preferred Certifications
- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
Job Purpose
The Preferred Relationship Manager is responsible for managing and expanding the portfolio of High Net Worth (HNW) and Preferred Banking customers. The role focuses on acquiring new customers, strengthening existing relationships, increasing wallet share through cross-selling, and delivering exceptional banking and wealth management services.
Key Responsibilities
Portfolio & Relationship Management
- Acquire new-to-bank Preferred Banking customers.
- Manage, deepen, and retain HNW customer relationships.
- Enhance portfolio value through relationship expansion and cross-selling.
- Identify eligible customers for the Preferred Banking program.
- Acquire family accounts and increase customer wallet share.
- Deliver personalized financial solutions based on customer requirements.
- Achieve monthly and yearly revenue targets.
Sales & Business Development
- Cross-sell banking products, investment products, insurance, and wealth management solutions.
- Promote income-generating product holdings (IPGH).
- Coordinate with Product, Treasury, Asset, and Insurance teams to maximize customer value.
- Conduct joint customer meetings with supervisors when required.
Customer Service & Operations
- Ensure error-free account opening and documentation.
- Maintain compliance with KYC and AML guidelines.
- Resolve customer queries and complaints within defined turnaround times (TAT).
- Promote digital banking channels and increase customer adoption.
- Ensure smooth portfolio handover and customer servicing.
- Maintain workstation hygiene and process compliance.
Eligibility Criteria
| Criteria | Requirement |
| Qualification | Any Graduate |
| Experience | 5–10 Years in Banking / Wealth Management |
| Preferred Experience | Portfolio Management / Preferred Banking / Relationship Management |
| Interview Restriction | Candidates interviewed by HDFC Bank within the last 6 months are not eligible. |
Required Skills
- Relationship Management
- Wealth Management
- Portfolio Management
- Retail Banking
- HNW Customer Management
- Cross Selling
- Investment Advisory
- Banking Products & Processes
- Sales & Business Development
- Customer Relationship Management
- KYC & AML Compliance
- Financial Planning
- Communication & Negotiation
- Portfolio Deepening
- Revenue Generation
Walk-In Venue
HDFC Bank Limited
548/D, Maruthi Mansion, CMH Road, Indiranagar, Bengaluru – 560038
Branch Code: 184
Date: 9th July 2026 (Thursday)
Time: 2:00 PM – 4:00 PM
Resume Submission
Interested candidates can also share their updated resume with the following details:
- Current CTC
- Expected CTC
- Current Location
- Preferred Location
- Notice Period
Email ID: abhaikumar.srivastava@hdfc.bank.in
Contact Details
| Details | Information |
| Talent Acquisition Partner | Abhai Srivastava |
| Department | Retail Branch Banking (South 2) |
| Email ID | abhaikumar.srivastava@hdfc.bank.in |
Documents to Carry
Candidates should bring:
- Updated Resume/CV
- Passport Size Photographs
- Educational Certificates
- Experience Certificates
- Government Photo ID (Aadhaar/PAN/Passport)
- Latest Salary Slips
- Current CTC Details
- Notice Period Information
Why Join HDFC Bank?
- Join one of India’s leading private sector banks with a strong reputation in retail and wealth banking.
- Manage an exclusive portfolio of Preferred and High Net Worth (HNW) customers.
- Excellent career growth opportunities in relationship management and wealth management.
- Attractive salary package with performance-based incentives.
- Continuous learning, certification support, and leadership development programs.
- Opportunity to work in a customer-focused, technology-driven, and high-performance banking environment.
