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Job Title
Wealth - Service RM
Business Unit
Wealth
Reporting To
Regional Head
Job Function and Role Type
Private Banking Group, Individual Contributor
Version No
Job Purpose
Collaborate with Wealth Relationship Manager and Branch RM to fulfill customer service requirements related to investments. Maintain high service quality standards to ensure customer satisfaction.
Key Responsibilities
Customer Engagement
Engage 90% of customers quarterly via calls.
Focus on AUM build-up, service needs, and TPP cross-sell.
Confirm client handovers during RM transitions in CRM.
Service Delivery
Log 10+ customer requests/queries monthly in CRM.
Resolve TPP service requirements within defined TAT.
Coordinate with internal teams for end-to-end resolutions.
Ensure closure of financial/non-financial banking queries.
Client Referral
Obtain 2+ referrals monthly from each Service RM.
Build relationships to encourage client referrals.
Compliance
Complete 100% risk profiler, email, mobile, PAN updates.
Ensure 100% nominee updates in ISA, Demat, and bank accounts.
Audit Monitoring
Adhere to bank processes to avoid audit exceptions.
Resolve exceptions immediately and support audit needs.
Maintain <5% FTNR across service requests.
Update triggers and report unprocessed transactions daily.
Education:
Graduate in any discipline.
Certifications:
NISM, IRDA, AMFI.
Key Competencies
Customer focus, process orientation, problem-solving, communication, teamwork.
Major Stakeholders
Wealth RMs, Branch RMs, internal support teams.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 3 - 8 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Audit-Sr.Auditor-Finance Audits at HDFC Bank.
This role requires around 3 - 8 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.