Company Description HDFC Bank Limited (HDB) is a leading Indian banking and financial services institution headquartered in Mumbai. It is India’s largest private sector bank by assets and one of the world’s largest banks by market capitalization, following its merger with parent company HDFC. The bank is among the top companies listed on Indian stock exchanges, reflecting strong financial performance and market presence.

With a workforce of nearly 173,000 employees, HDFC Bank offers diverse career opportunities and a structured environment for professional growth. The bank is known for its focus on customer service, innovation, and robust governance standards.

Role Description The HNI Relationship Manager will manage and grow relationships with High Net Worth Individuals (HNIs) by providing tailored banking and investment solutions. This full-time, on-site role based in Bengaluru involves regularly meeting clients, understanding their financial goals, and offering appropriate products and services, including deposits, loans, investment options, and wealth management solutions. The role includes proactive portfolio review, cross-selling and upselling relevant banking products, and ensuring high levels of service quality and client satisfaction.

The HNI Relationship Manager will coordinate with internal teams for seamless transaction processing, risk assessment, and compliance with regulatory and bank policies. The position also requires tracking market trends, preparing client reports,



and contributing to business targets through disciplined follow-up and relationship deepening.

Qualifications

- Strong relationship management and client servicing skills, with the ability to build trust and maintain long-term HNI client partnerships.
- Solid knowledge of retail banking, wealth management, and investment products, including deposits, loans, mutual funds, insurance, and other financial solutions.
- Analytical and financial acumen to understand client portfolios, assess risk, and recommend suitable products aligned with client objectives.
- Effective communication, negotiation, and presentation skills to interact confidently with clients and internal stakeholders.
- Ability to work towards sales and revenue targets, with disciplined follow-up, pipeline management, and strong time-management skills.
- Understanding of banking regulations, KYC/AML requirements, and internal compliance processes, with attention to detail and accuracy.
- Proficiency in using banking systems, CRM tools, and standard office software for client documentation, reporting, and portfolio tracking.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; a postgraduate qualification or skilled certification in finance or wealth management is an advantage.
- Prior experience in relationship management or sales within banking or financial services, particularly with HNI or affluent client segments, is highly preferred.

📌 HNI Relationship Manager (Bengaluru)
🏢 HDFC Bank
📍 Bengaluru