Preferred Relationship Manager - Bangalore (Walk-in Interview)

About HDFC Bank

Founded in August 1994, HDFC Bank Limited is a leading private sector bank in India headquartered in Mumbai. It began operations as a scheduled commercial bank in January 1995. Following the 2022 merger with HDFC Limited, the country’s largest housing finance company, the bank now offers comprehensive home loan products across urban, semi-urban, and rural regions. As of March 31, 2023, HDFC Bank operates 7,821 branches and 19,727 ATMs/CDMs across 3,811 cities and towns, along with an international presence across four countries and representative offices in Dubai, London, and Singapore.

Job Location and Interview Details

Positions are available across various Bengaluru branches including Halasuru, V V Puram, Church Street, Infantry Road, Frazer Town, and Cambridge Road - Ulsoor. The walk-in interview will be held at HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bangalore – 560042 (Branch Code - 286) on July 28, 2026, from 10:00 AM to 12:00 PM. Candidates must apply online before attending the interview.

Role Overview

The Preferred Relationship Manager (RM) is responsible for managing High Net Worth Individual (HNI) customers by enrolling them into the Preferred program and delivering a superior banking experience aimed at enhancing relationship profitability through portfolio growth, cross-selling, family account acquisition, retention, and new customer onboarding.

Key Responsibilities

• Manage HNW portfolios by acquiring, deepening and retaining customer relationships.
• Coordinate with PB/Preferred RM teams to identify eligible customers.
• Acquire and nurture new customers meeting product criteria.
• Regularly engage customers to update profiles and build rapport.
• Grow the portfolio book size and maintain portfolio hygiene standards.
• Cross-sell relevant banking products based on customer needs.
• Participate in joint calls with supervisors as per processes.
• Coordinate with Private Banking Group for advisory services where necessary.
• Control customer attrition and achieve monthly and yearly revenue targets.
• Ensure error-free documentation and compliance with KYC/AML norms.
• Maintain a clean workstation following 5-S norms.
• Identify opportunities to increase wallet share and product penetration.
• Promote banking products to customers and their family members to maximize income-generating product holding.
• Provide high-quality customer service, resolving queries and complaints promptly.
• Keep customers informed about regulatory or procedural changes and program features.
• Encourage usage of direct banking channels among customers.
• Facilitate backup contacts within the branch for customer convenience during RM absence.
• Manage smooth portfolio handover and takeover processes.

Qualifications and Skills

• Graduate or Post-graduate degree.
• Certifications such as AMFI, IRDA are mandatory; NCFM certification is a plus.
• Strong sales and influencing abilities.
• Comprehensive knowledge of banking products and processes.
• Familiarity with NRI banking products and regulations.
• Good planning and organizational skills.
• Excellent communication and interpersonal skills.
• Awareness of competition and trends in the financial industry.

Experience

Applicants should possess between 2 to 6 years of experience in banking and wealth management, with preference for exposure to portfolio management. Candidates with 5 or more years of relevant experience are encouraged to apply. Please note candidates who interviewed with HDFC Bank in the past six months are advised not to reapply.

Stakeholders

• Customers
• Branch Banking Team
• Operations
• Product Team
• Asset Team
• Treasury
• Credit
• Insurance Partners (Life, General, Health)
• Asset Management Companies
• HDFC Securities

Additional Information

Candidates must send their updated resume mentioning current and expected CTC, current and preferred location, and notice period to the designated recruiter. The interview will be conducted in-person at the stated venue. Prompt communication and preparation prior to attendance are essential.