Job Title

Regional Head

Business Unit

Private Banking Group

Reporting To

Sr. Regional Head / Sales Head

Job Function and Role Type

Sales, Supervisory

Version No

1.0

Job Purpose To lead the Private Banking business and teams in a region, ensuring delivery of business results through Senior Advisors and Investment Advisors.

Key Responsibilities

Ensuring Product Mix Weightage

Deliver benchmarked product solutions aligned with customer needs.

Regional PBG Targets across TPP (20%)

Achieve absolute and relative team targets measured by AUM growth, revenue, and new client sign-ons.

Customer Level Profitability objectives from TPP to be met (10%)

Ensure Rs. 100,000 profitability per customer from 80% of the base.

Ensuring Banking Objective of team at overall

Allocate 1.5 hours daily to banking activities and meet key banking objectives.

Activities for Team Building (5%)

Conduct one team-building activity monthly.

Handling nominated tasks in a structured manner with communicated deadlines (5%)

Own tasks, create achievement plans, monitor progress, and escalate delays.

Functional / Industry Knowledge

Stay updated on functional and industry trends.

Developing people and relationships





Set positive examples, guide staff through tasks, and build rapport.

Research Excellence

Maintain strong knowledge in equity and related areas.

Result and Process Orientation

Focus on creating and adhering to measures of excellence.

Strategic Planning

Set explicit, achievable goals aligned with broader objectives and monitor progress; Cover Sales Process Across Planning, Guiding; Plan, guide, monitor, and take corrective actions for sales processes.

Cover sales process across planning, guiding,

Marketing Initiative for clients - penetration

Ensure client sign-ons and retention through monthly and quarterly initiatives.

Handling nominated tasks in a structured

Education:

Graduation/Post-Graduation in Marketing, Finance, or CA.

Certifications:

AMFI, NCFM (optional), CAIIB.

Key Competencies

Sales and influencing, relationship management, planning and organizing, communication, knowledge of competition.

Major Stakeholders

Customers, Branch Banking Team, Operations, Product Team, Treasury, Insurance CAM, MF Fund Houses, HSL Personnel.

Required Skills

📌 Reg. Head-Wealth (Mumbai)
🏢 HDFC Bank
📍 Mumbai