Reg. Head-Wealth

HDFC Bank · India · Posted 26 days ago

About this role

Job Title Regional Head Business Unit Private Banking Group Reporting To Sr. Regional Head / Sales Head Job Function and Role Type Sales, Supervisory Version No 1.0 Job Purpose To lead the Private Banking business and teams in a region, ensuring delivery of business results through Senior Advisors and Investment Advisors. Key Responsibilities Ensuring Product Mix Weightage Deliver benchmarked product solutions aligned with customer needs. Regional PBG Targets across TPP (20%) Achieve absolute and relative team targets measured by AUM growth, revenue, and new client sign-ons. Customer Level Profitability objectives from TPP to be met (10%) Ensure Rs. 100,000 profitability per customer from 80% of the base. Ensuring Banking Objective of team at overall Allocate 1.5 hours daily to banking activities and meet key banking objectives. Activities for Team Building (5%) Conduct one team-building activity monthly. Handling nominated tasks in a structured manner with communicated deadlines (5%) Own tasks, create achievement plans, monitor progress, and escalate delays. Functional / Industry Knowledge Stay updated on functional and industry trends. Developing people and relationships Set positive examples, guide staff through tasks, and build rapport. Research Excellence Maintain strong knowledge in equity and related areas. Result and Process Orientation Focus on creating and adhering to measures of excellence. Strategic Planning Set clear, achievable goals aligned with broader objecti