Greeting from HDFC Bank!!

We have urgent prospect of RBB-Infiniti Relationship Manager base across Bangalore

Job Locations: Bangalore - Indiranagar

Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Kindly ignore if you have already given an interview with HDFC Bank in the last 6 months.

Please apply on below link before attending interview https://h.ripplehire.com/s/gxGx

Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 )

Date: 25th Aug'26 (Tuesday)

Time - 03:00 PM to 05:00 PM

Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager

Job Title RBB-Infiniti Relationship Manager

Business Unit (PA) : Retail Branch Banking

Team : Retail Branch Banking

Reports to (job) :Branch Manager/ Head Relation Banking

Job Fn : Sales & Portfolio Management Role Type: IC

Job Purpose

Responsible for including Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the Total relationship value (TRV) size, Penetration of the right income products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Infiniti / Imperia relationships.

To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Key Responsibility Areas : 6 8 Areas

Activities

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

- Liaising with PB/ Preferred RM / Imperia RM to flag eligible customers from Classic/ Preferred/ Imperia portfolio
- Acquire new customers who meet product criteria on Total Relationship Value (TRV)
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Priority servicing of the customers
- Maintain the overall quality/ Customer experience / hygiene parameters of the portfolio




- Cross selling products of the bank based on the customer need
- Joint calls being done along with Supervisor as per defined process on regular basis
- Advisory / Wealth services to be offered based on the requirement in coordination with Wealth.

- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Operations, Marketing & Processes
- Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
- Ensure KYC / AML norms are adhered to at all points of time
- Ensure that 5-S norms are adhered to for individuals workstation

- Increase in wallet share
- Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer
- Acquire entire family banking relationship and addition to existing groups
- Sales to family members and associates (all network)
- Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
- Product Penetration & contribution towards focused product
- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
- Enhance client's Customer To Group (CTG) level

- Customer Service
- Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
- Customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Ensure timely customer communication on requests and concerns raised.
- Proactive complaint management through feedback from customers.
- Promoting all direct banking channels and ensuring that the customer is utilizing the same




- Ensuring that customers are introduced to the Wealth RH/ RBH / BM and SRM (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out
- Ensure smooth transition of handover/takeover of the portfolio to avoid customer inconvenience

Educational Qualifications

Key Skills

- Post-Graduation

Certifications:
- AMFI Certification

- IRDA Certification

- NCFM Certification (Optional)
- Customer Relationship Management Certifications (from IIM B)

- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge

- Planning and Organizing Skills

- Good Communication skills
- Financial planning and customer relationship management
- Knowledge of Competition & Current trends in financial Industry

- Proper grooming and attire

Experience Required

- Minimum experience in years 5 to 10
- Exposure to Portfolio Management segment (Imperia / Infiniti)

Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)

- Customers
- Branch Banking Team
- Operations
- Product Team
- Asset Team
- Treasury
- Credit
- Life / General and Health Insurance Partners
- AMCs
- HDFC Securities
- Wealth
- HNW Product Team
- Digital banking team

Notes (Any specifications apart from all mentioned above, to be communicated for the role) Please share updated resume on [email protected] with following details

Current CTC

Expected CTC

Current Location

Preferred Location

Notice Period to join :

Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Kindly ignore if you have already given an interview with HDFC Bank in the last 6 months.

Please apply on below link before attending interview https://h.ripplehire.com/s/gxGx

Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 )

Date: 25th Aug'26 (Tuesday)

Time - 03:00 PM to 05:00 PM

Warm Regards,

Abhai Srivastava

Recruitment Specialist - RBB South2

[email protected]

📌 Walk-in || Infiniti RM - CMH Road Indiranagar - Interview on 25th Aug'26 (Bengaluru)
🏢 HDFC Bank
📍 Bengaluru