Preffered RM
HDFC Bank · Posted Oct 31
Commercial banking, retail banking, credit card, loan, and treasury services
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About the role
HDFC Bank is India’s largest private sector bank, offering retail, corporate, and wealth management services through an extensive branch and ATM network. The Preferred Relationship Manager role is an on-site position in Solan focused on managing and growing a portfolio of preferred banking customers. The role involves personalized financial advisory, cross-selling deposits, loans, cards, and investment solutions, and coordinating with internal teams on onboarding, service requests, and compliance.
What you will do
- The individual in this role will manage and grow a portfolio of preferred banking customers, providing personalized financial advisory, cross-selling banking products, and ensuring high levels of service and engagement.
- Day-to-day responsibilities include conducting regular customer meetings and calls, reviewing account activity, identifying customer needs, and recommending suitable products such as deposits, loans, cards, and investment solutions.
- The Preferred RM will coordinate with internal teams to ensure smooth onboarding, timely resolution of service requests, and compliance with bank policies and regulatory requirements.
- The role also involves achieving assigned business targets, maintaining accurate records in bank systems, and contributing to branch-level customer experience and service quality initiatives.
Skills used in this role
What the employer is looking for
- Candidates should possess strong customer relationship management skills, including the ability to understand financial needs, build trust, and maintain long-term client engagement.
- Candidates should possess sales and business development skills, with experience in cross-selling banking products, achieving revenue targets, and identifying growth opportunities.
- Candidates should possess communication and interpersonal skills, including clear verbal and written communication, effective presentation, and professional conduct with diverse customer segments.
- Candidates should possess analytical and problem-solving skills, with the ability to interpret financial data, assess risk, and recommend appropriate solutions within regulatory guidelines.
- Candidates should possess operational and compliance skills, ensuring accurate documentation, adherence to internal processes, and alignment with banking regulations and security standards.
- Relevant qualifications such as a bachelor’s degree in finance, commerce, business, or a related field, along with prior experience in retail or relationship banking, will be beneficial.
- Proficiency in basic banking software and MS Office, familiarity with digital banking platforms, and the ability to work in a fast-paced branch environment are preferred.
Benefits and support
- Compensation and benefits are detailed in the job posting
About HDFC Bank
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and market capitalization, offering a wide range of financial products including retail banking, wholesale banking, and treasury operations.
- Industry
- Banking
- Company size
- 211535 employees
- Founded
- August 1994
- Location
- Mumbai, Maharashtra, India
- Funding stage
- Public Company
Leadership
Sashidhar Jagdishan
Managing Director and Chief Executive Officer
Srinivasan Vaidyanathan
Chief Financial Officer
Ramesh Lakshminarayanan
Chief Information Officer
Vibhash Naik
Chief Human Resources Officer
Recent coverage
The Hindu
Anup Bagchi takes charge as HDFC Bank CEO and MD2026-10-27
ET CFO
Anup Bagchi Appointed CEO of HDFC Bank Amid Challenges2026-10-27
Stock Titan
HDFC Bank Limited Filed Its Form 20-F for the Year Ended March 31, 20262026-07-29