Role & responsibilities To build and maintain robust, long-term relationship with clients, identify recent prospects, drive sales and enhance overall client experience.

Preferred candidate profile
Business / Functional Performance (80%)

100% adherence to measurable processes
Total Income in Cr. (50%)
Net Sales in Cr. (10%)
NCA (10%)
Liabilities Growth (10%)
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%
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