Job Description
HDFC Bank is hiring experienced banking and wealth management professionals for the position of Preferred Relationship Manager / Imperia Relationship Manager in Central and South Kolkata. This is a full-time, permanent opportunity for candidates who have strong experience in retail banking sales, HNI customer management, CASA, liabilities, portfolio management and wealth products.

Professionals with 5 to 10 years of relevant banking experience and a graduate degree can apply for this opportunity. The offered annual package ranges from approximately ₹6 lakh to ₹15 lakh, depending on experience, current salary, performance and suitability for the position.
Job Overview
| Particulars | Details |
|---|---|
| Company Name | HDFC Bank |
| Job Role | Preferred RM / Imperia Relationship Manager |
| Job Location | Central to South Kolkata, West Bengal |
| Salary | ₹6 Lakh – ₹15 Lakh Per Annum |
| Qualification | Any Graduate |
| Experience | 5 – 10 Years |
| Job Type | Full-Time, Permanent |
| Department | Sales & Business Development |
| Industry | Banking |
| Role Category | Retail & B2C Sales |
| Openings | Approximately 10 |
| Target Customer Segment | HNI / Premium Banking Customers |
Job Description
HDFC Bank is looking for experienced Relationship Managers who can handle premium and High Net Worth Individual customers across Central and South Kolkata.
The Preferred RM / Imperia RM will be responsible for developing long-term relationships with high-value customers, understanding their financial requirements and offering suitable banking, investment and wealth management solutions.
This position involves both relationship management and business development. Selected professionals will manage an existing portfolio of customers while also identifying opportunities to acquire new clients and increase business from existing relationships.
Candidates should have a good understanding of retail banking products, CASA, liability products, investment solutions, portfolio management and wealth management.
The role is best suited for experienced banking professionals who are comfortable working with premium customers and achieving business and revenue targets.
About HDFC Bank
HDFC Bank is one of India’s leading private-sector banks and provides a wide range of financial products and services to retail, corporate and institutional customers.
Its services include savings and current accounts, deposits, loans, credit cards, investments, insurance-related distribution, digital banking, wealth management and other financial solutions.
The bank has a strong presence across India through branches, digital platforms and customer service channels. Relationship management forms an important part of its premium and wealth banking business, where dedicated managers assist customers with banking and investment requirements.
Eligibility Criteria
Education Qualification
Candidates applying for the Preferred RM / Imperia RM position should have:
- Graduation in any discipline
- Candidates with qualifications in Finance, Banking, Commerce, Business Administration or Management may have an additional advantage
- Relevant banking industry knowledge is important for this position
Experience Required
- Minimum Experience: 5 Years
- Maximum Preferred Experience: Around 10 Years
- Relevant experience in Retail Banking, Relationship Management, Wealth Management, HNI Banking or Branch Banking is preferred
Candidates should ideally have previous experience handling premium or HNI customers.
Age Limit
No specific age limit has been mentioned in the job information.
Eligibility will primarily depend on the candidate’s qualification, banking experience, current role and relevant skills.
Gender
No gender restriction has been specified.
Eligible male and female candidates with the required experience can apply.
Job Responsibilities
Selected Relationship Managers may be responsible for:
- Managing a portfolio of High Net Worth Individual customers
- Building long-term relationships with premium banking clients
- Acquiring new HNI and affluent customers
- Understanding individual customers’ financial requirements
- Increasing revenue from existing customer relationships
- Promoting suitable banking and wealth products
- Growing CASA and liability business
- Supporting customer portfolio management
- Identifying cross-selling and up-selling opportunities
- Providing appropriate information about financial products
- Keeping customers informed about relevant market developments
- Discussing investment opportunities according to customer requirements
- Coordinating with internal banking teams
- Handling and resolving customer queries
- Ensuring high-quality customer service
- Maintaining regular communication with assigned customers
- Achieving assigned business and revenue targets
- Strengthening customer retention and engagement
Required Skills
Candidates should possess both banking knowledge and strong customer-management skills.
Banking & Technical Skills
- Retail Banking Sales
- CASA
- Current Account and Savings Account Products
- Liability Products
- Wealth Management
- Portfolio Management
- HNI Banking
- Branch Banking
- Customer Acquisition
- Investment Product Knowledge
- Cross-Selling
- Banking Product Sales
- Portfolio Development
- Financial Product Understanding
- Revenue Generation
Soft Skills
- Relationship Building
- Strong Communication Skills
- Customer Handling
- Negotiation Skills
- Sales Ability
- Business Development Skills
- Presentation Skills
- Problem-Solving Ability
- Customer Service Orientation
- Target-Oriented Approach
- Professional Communication
- Networking Skills
- Time Management
- Interpersonal Skills
Salary Details
The salary package mentioned for this HDFC Bank Relationship Manager vacancy is approximately:
₹6 Lakh – ₹15 Lakh Per Annum
The actual salary offered to an individual candidate may depend on several factors, including:
- Previous banking experience
- Current CTC
- Existing designation
- HNI portfolio handling experience
- Sales performance
- Wealth management experience
- Relevant product knowledge
- Interview performance
- Internal salary structure of HDFC Bank
For example, the advertised range translates to an approximate gross monthly equivalent of ₹50,000 to ₹1.25 lakh before considering deductions, incentives, bonuses and the exact CTC structure.
Candidates should confirm fixed salary, variable pay, incentives, PF, insurance and other components directly with the recruiting team before accepting an offer.
Who Should Apply?
This opportunity may be suitable for professionals currently working as:
- Relationship Manager
- Preferred Relationship Manager
- Imperia Relationship Manager
- HNI Relationship Manager
- Wealth Relationship Manager
- Priority Banking RM
- Branch Relationship Manager
- Retail Banking Sales Manager
- Personal Banker
- Wealth Manager
- Premium Banking Relationship Manager
- Acquisition Relationship Manager
Candidates currently working with private banks, financial institutions, NBFCs or wealth management organisations may find this role particularly relevant.
How to Apply
Candidates interested in the HDFC Bank Preferred RM / Imperia RM vacancy can apply through the official job listing or HDFC Bank’s authorised recruitment channels.
Follow these steps:
- Prepare an updated professional resume.
- Highlight your total banking experience clearly.
- Mention your current designation and responsibilities.
- Add details of HNI or premium customer portfolio handling experience.
- Highlight CASA, liabilities and wealth management experience.
- Mention your current CTC and expected CTC where required.
- Apply for the Preferred RM / Imperia RM – Central to South Kolkata position.
- Complete the online application process.
- Keep your registered mobile number and email active for further communication.
- Attend the interview if shortlisted by the recruitment team.
Candidates should preferably apply using official HDFC Bank career channels or recognised recruitment platforms.
Required Documents
Candidates should keep the following documents ready for the recruitment and joining process:
- Updated Resume / CV
- Aadhaar Card
- PAN Card
- Passport-Size Photographs
- Graduation Mark Sheets
- Graduation Certificate
- 10th Mark Sheet and Certificate
- 12th Mark Sheet and Certificate
- Previous Employment Certificates
- Experience Letters
- Current Employment Proof
- Recent Salary Slips
- Bank Statement, if requested
- Current CTC Details
- Previous Offer / Appointment Letter, if required
- Relieving Letter from previous employer
- Address Proof
- Other KYC documents requested by the employer
Only provide sensitive documents through verified and authorised recruitment channels.
Other Important Details
- Job Location: Central to South Kolkata
- Employment Type: Full-Time
- Employment Nature: Permanent
- Industry: Banking
- Department: Sales & Business Development
- Role Category: Retail and B2C Sales
- Experience Required: 5–10 Years
- Qualification: Any Graduate
- Customer Segment: HNI / Premium Banking
- Strong sales and relationship-management experience is important
- The role may involve revenue and portfolio growth targets
- Candidates should be comfortable handling premium customers
- Banking product knowledge is essential
- Local market knowledge of Kolkata may be beneficial
- Final selection will depend on resume screening and interview performance
Selection Process
Although the exact recruitment stages may vary, experienced banking professionals are generally evaluated through stages such as:
- Resume Screening
- HR Discussion
- Functional / Banking Interview
- Sales and Relationship Management Assessment
- Salary Discussion
- Document Verification
- Final Selection
Candidates should be prepared to discuss their existing portfolio size, customer acquisition experience, revenue performance and knowledge of banking products during the interview.
Important Note for Job Seekers
HDFC Bank or legitimate recruitment partners should be verified before candidates share personal or financial information.
Job seekers should avoid making payments to unknown individuals who promise guaranteed selection or offer letters.
Before joining, candidates should verify the exact work location, salary structure, target requirements, designation, reporting structure and employment terms directly with the employer.