Client Acquisition & Relationship Management
Identify and onboard affluent / HNI customers into the BBWC segment.
Build strong, long-term relationships with assigned clients.
Serve as the primary contact for all banking & financial needs.
Wealth & Investment Advisory
Offer financial planning and investment solutions:
Mutual Funds, Insurance, Bonds, PMS, AIFs.
Equity/derivatives (through tie-ups), fixed income products.
Cross-sell bank products: CASA, credit cards, loans, etc.
Revenue & Target Achievement
Achieve assigned sales / revenue targets from wealth products.
Deepen wallet share of existing clients.
Drive branch profitability by growing HNI portfolio.
Service & Retention
Provide priority service and personalized solutions.
Ensure customer satisfaction, high retention, and referrals.
Compliance & Documentation
Ensure KYC, AML, and regulatory compliance.
Maintain proper documentation for investments and accounts.
Fixed salary + high performance incentives (since wealth RMs generate strong revenue).
Medical, life insurance, PF, gratuity, paid leave.
Employee benefits on loans, cards, and investments.
Training on wealth products and certifications.
Strong career growth into Senior RM, Wealth Manager, Branch Manager, or Regional Head – Wealth.
🏢 Company Name: HDFC Bank Ltd. 📘 Company Summary: HDFC Bank is one of India’s largest and most respected private sector banks. Established in 1994, it was among the first to receive approval from the Reserve Bank of India (RBI) to set up a pri... Read More