Job Title

RBB-SBL Relationship Manager

Business Unit

Retail Branch Banking

Reporting To

Branch Manager / RBH (as applicable)

Job Function and Role Type

Sales & Portfolio Management, Individual Contributor, Moderate Travel Required

Version No

2.0

Job Purpose

Demonstrate digital banking capabilities to walk-in customers, addressing their queries and requirements. Enhance customer relationships by increasing wallet share, cross-selling products, and acquiring family accounts to drive profitability.

Key Responsibilities

Key Decision Making & Objectives Engagement

Ensure monthly SBL targets and break-even are met.

Showcase digital products and migrate customers digitally.

Drive portfolio growth and generate references for SBL setup.

Sales/Revenue Generation

Cross-sell liability, asset, TPP, and card products.

Acquire family accounts of walk-in customers.

Promote STP and OTC products using a service-to-sale approach.

Spearhead promotional activities to generate leads.

HNW Portfolio Management

Acquire current customers meeting product criteria.

Enhance portfolio value and maintain hygiene parameters.

Cross-sell products based on customer needs.

Conduct joint calls with supervisors and offer advisory services.

Control customer attrition and achieve revenue targets.

Promotional Activities & Process Management

Conduct monthly promotional activities to generate leads.

Ensure error-free documentation and adherence to KYC/AML norms.

Maintain SBL upkeep and update notices.

Report business outcomes and service issues to supervisors.

Increase in Wallet Share

Cross-sell products to ensure HDFC Bank is a one-stop shop.

Drive sales to family members and associates.

Achieve optimal levels of Income Generating Product Group Holding (IPGH).

Customer Service





Deliver quality service and resolve queries within TAT.

Inform customers of regulatory or process changes.

Promote direct banking channels and digital product usage.

Ensure smooth portfolio handover during transitions.

Education:

Graduation required; Post-graduation preferred.

Certifications:

AMFI Certification, IRDA Certification, NCFM Certification (optional).

Key Competencies

Sales and influencing skills, banking product knowledge, planning and organizing skills, communication skills, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, Marketing Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.

Skills

Refer to the Job Description

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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📌 RBB-SBL Relationship Manager (Jaipur)
🏢 HDFC Bank
📍 Jaipur