HDFC Bank· listed
Wealth Manager — Preferred Banking
Bengaluru, Karnataka3-6 years90,000–1,60,000/moMBA / CFP / NISM XA-XB
Posted: · Apply by 23 Aug 2026
Apply on HDFCRole Overview
Manage a HNI portfolio inside HDFC Bank's Preferred Banking segment (₹30L-₹2Cr AUM per customer). Cross-sell mutual funds, insurance, structured products across 150-200 relationships.
Key Responsibilities
- Own a 150-200 HNI relationship portfolio
- Achieve monthly AUM growth + revenue targets
- Coordinate with credit + product teams
Skills Required
- Wealth management
- NISM XA / XB
- Customer relationship management
- Advanced Excel
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