NL
HDFC Bank · Raipur
Location
Raipur
Experience
Senior level
Job Role: Relationship Manager- Wealth
Location: Raipur, Bhiwadi
Grade: AVP, DVP
Basis experience -
Minimum experience in years – 8-12 years
Exposure to Wealth Management is mandatory
Job Purpose
To build and maintain strong, long-term relationship with clients, identify new opportunities, drive sales and enhance overall client experience.
100% compliance for Self across mandatory certification: CIEL / AMFI / IRDA / PMS / SIF
No outstanding risk profiler pending for update
100% compliance to recommended / non-recommended funds declaration
No outstanding deferrals / exception processing outside TAT, Revert and Closure to Staff Audit Alert
To keep updates on functional and industry knowledge
Set positive examples, guides staff members through new tasks build rapport with others
Strong levels of knowledge in Equity and other areas
Focused on creating measures of excellence
Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress
Education: Graduation/Post-Graduation: Marketing/Finance/ CA
Major Stakeholder:
If you are interested please share resume on below mail id : [email protected]