Private Banker - HNI Clients

HDFC Bank is India's leading private sector bank with an extensive network and comprehensive suite of financial products. The bank's wealth management division serves high-net-worth individuals with customized investment solutions, portfolio management, and exclusive banking services. HDFC Bank is known for its customer-centric approach and robust digital banking capabilities.

We are seeking a Private Banker to manage relationships with high-net-worth individuals and ultra-high-net-worth clients in Mumbai. This role involves understanding client financial goals, providing tailored wealth management solutions, and driving asset growth through sophisticated investment products. You will act as a trusted advisor while ensuring exceptional client service and portfolio performance.

• Manage a portfolio of 50-70 HNI/UHNI clients with assets under management exceeding ₹200 crore
• Develop comprehensive wealth management strategies including equity, debt, insurance, real estate, and alternative investments
• Achieve quarterly and annual targets for asset mobilization, revenue generation, and product penetration
• Conduct regular portfolio reviews, risk assessments, and rebalancing recommendations
• Coordinate with internal product specialists, tax advisors, and estate planners to deliver holistic financial solutions
• Organize exclusive client events, investment seminars, and networking opportunities

• 8+ years of experience in wealth management, private banking, or relationship management with HNI clients
• MBA in Finance or equivalent; certifications like CFP, CFA, or NISM are highly desirable
• Deep understanding of financial markets, investment products, taxation, and estate planning
• Proven track record of managing client portfolios worth ₹100+ crore and achieving revenue targets
• Exceptional relationship management and communication skills with ability to influence C-suite executives
• Strong network within Mumbai's business and professional communities
• Proficiency in CRM systems and financial planning tools

• Competitive package between ₹16L – ₹22L per annum with attractive performance-linked incentives
• Manage relationships with India's most affluent clients and access exclusive investment opportunities
• Work with HDFC Bank's premier wealth management team backed by robust research and product capabilities
• Hybrid work model offering flexibility with premium office infrastructure in South Mumbai
• Accelerated career path with opportunities to move into leadership roles within wealth management

This opening is not listed on any public job portal. It is a verified internal opportunity exclusively accessible through the website careerjump.co.in and directly apply to this job role. They also have similar job openings posted daily on their website. You can also join their WhatsApp Community for daily updates on verified internal job openings.