Website:
hdfc.bank.in
Job details:
Company Description HDFC Bank is India’s largest private sector bank, serving over 92 million customers with a comprehensive range of financial products and services. With thousands of branches and ATMs across cities and towns, the bank offers extensive reach and accessibility throughout the country. Since beginning operations in 1995, HDFC Bank has focused on product leadership, customer centricity, and operational excellence, becoming a leading provider of retail, corporate, and wealth management solutions. The 2023 merger with HDFC Ltd strengthened its housing finance capabilities, enabling seamless home loan and related services across urban and rural markets. Through its CSR initiative, Parivartan, the bank actively supports education, healthcare, skill development, and sustainable livelihoods, reflecting a strong commitment to community impact alongside business growth.
Role Description The Preferred RM (Relationship Manager) role at HDFC Bank is a full-time, on-site position based in Solan. The individual in this role will manage and grow a portfolio of preferred banking customers, providing personalized financial advisory, cross-selling banking products, and ensuring high levels of service and engagement. Day-to-day responsibilities include conducting regular customer meetings and calls, reviewing account activity, identifying customer needs, and recommending suitable products such as deposits, loans, cards, and investment solutions. The Preferred RM will coordinate with internal teams to ensure smooth onboarding, timely resolution of service requests, and compliance with bank policies and regulatory requirements. The role also involves achieving assigned business targets, maintaining accurate records in bank systems, and contributing to branch-level customer experience and service quality initiatives.
Qualifications
- Candidates should possess strong customer relationship management skills, including the ability to understand financial needs, build trust, and maintain long-term client engagement.
- Candidates should possess sales and business development skills, with experience in cross-selling banking products, achieving revenue targets, and identifying growth opportunities.
- Candidates should possess communication and interpersonal skills, including clear verbal and written communication, effective presentation, and professional conduct with diverse customer segments.
- Candidates should possess analytical and problem-solving skills, with the ability to interpret financial data, assess risk, and recommend appropriate solutions within regulatory guidelines.
- Candidates should possess operational and compliance skills, ensuring accurate documentation, adherence to internal processes, and alignment with banking regulations and security standards.
- Relevant qualifications such as a bachelor’s degree in finance, commerce, business, or a related field, along with prior experience in retail or relationship banking, will be beneficial.
- Proficiency in basic banking software and MS Office, familiarity with digital banking platforms, and the ability to work in a fast-paced branch environment are preferred.
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