Private Banker - Ultra HNI Segment

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 caters to high net worth individuals with personalized banking, investment, and advisory services.

The Private Banker will manage a portfolio of Ultra HNI clients, delivering bespoke wealth management solutions, investment advisory, and relationship management services. This role requires deep financial acumen, trust-building capabilities, and a client-first approach.

• Manage and grow a portfolio of 40-50 Ultra HNI clients with AUM responsibility of ₹100+ crores
• Provide comprehensive wealth management solutions including deposits, mutual funds, insurance, PMS, AIFs, and structured products
• Conduct financial planning, asset allocation, and portfolio reviews based on client risk profiles and financial goals
• Source new client relationships through networking, referrals, and strategic partnerships with CAs, lawyers, and family offices
• Coordinate with product specialists, investment advisors, and service teams to deliver seamless client experience
• Achieve quarterly and annual targets for AUM growth, revenue generation, and product penetration metrics

• Bachelor's degree in Finance, Commerce, or Economics; MBA or professional certifications (CFA, CFP, NISM) preferred
• Minimum 6 years in private banking, wealth management, or relationship management with HNI/UHNI clientele
• Strong understanding of investment products, tax planning, estate planning, and wealth structuring strategies
• Proven track record of managing high-value client relationships and achieving revenue targets consistently
• Excellent interpersonal and communication skills with ability to engage C-suite executives and business owners
• Self-motivated with entrepreneurial mindset and ability to work independently with minimal supervision
• Existing network of HNI clients in Mumbai is a significant advantage

• Competitive package between ₹12L – ₹18L per annum with attractive variable pay and incentives
• Work with India's most valued bank and build long-term relationships with ultra-affluent clientele
• Access to comprehensive product suite, research support, and investment advisory from top fund houses
• On-site role with prestigious client-facing responsibilities and networking opportunities
• Clear career path to Senior Private Banker and Wealth Head roles with performance-based growth

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.