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.

About HDFC Bank

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

View more

📌 Wealth-Service RM (India)
🏢 HDFC Bank
📍 India