1. Connect with High Networth Individuals (HNI) and Ultra High Networth
Individuals (UHNI), Family offices and introduce products of HDFC AMC across MF / PMS / AIF.
1. Introduce MF / PMS / AIF solutions from HDFC AMC product basket to clients to
build and strengthen an effective portfolio as required by client and periodically review the same.
1. Current client acquisition through referrals from existing clients
2. Deepen the relationship and increase the share of wallet for HDFC AMC.
3. Network with clients to identify avenues for new business opportunities.
4. Maintain highest level of service and delivery to all clients.
5. Maximise client experience by proactively sharing market updates, trends and
other information.
1. Ensure compliance with all regulatory requirements and companys policies &
processes at all times. Knowledge & Essential Skills:
- Expert relationship building and relationship management skills with experience
in managing the sophisticated needs of clients.
- Good knowledge of financial products.
- Consistently exceed the client’s expectations by being dedicated and
passionate.
- Excellent communication skills and a strong executive presence