To build and maintain strong, long-term relationship with clients, identify recent opportunities, drive sales and enhance overall client experience.
Preferred candidate profile
1. Business / Functional Performance (80%)
100% adherence to measurable processes
- Total Income in Cr. (50%)
- Net Sales in Cr. (10%)
- NCA (10%)
- Liabilities Growth (10%)
2. Customer Engagement & Hygiene (20%) Benchmarked minimum levels of Delivery on products around customer needs
- Personal Meeting: (5%) 100% Groups to be met in 3 months
- Contact Management: (5%): 100% Group to be Contacted per Month
- CPMR (5%): 100% Groups to be reviewed along with IA
- NPS: (5%): Minimum >=80%
3. Compliance to Audit & Regulatory Guidelines
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.
📌 Wealth-Relationship Manager (Kolkata)
🏢 HDFC Bank
📍 Kolkata
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