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 solid knowledge in equity and related areas.

Result and Process Orientation

Focus on creating and adhering to measures of excellence.

Strategic Planning

Set clear, 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.

About HDFC Bank

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

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