Job Purpose
To build and maintain strong long term relationships with clients, identify new business opportunities, drive sales, and enhance overall client experience.

Job Responsibilities

Business and Functional Performance
Ensure full adherence to measurable processes.
Achieve targets across total income, net sales, recent client acquisition, and liabilities growth.
Track and monitor performance metrics and drive consistent business outcomes.

Customer Engagement and Hygiene
Deliver products and solutions aligned to customer needs.
Ensure all client groups are met once within three months.
Maintain regular contact with all client groups every month.
Review client portfolios along with Investment Advisors as required.
Achieve minimum NPS score of 80 percent.

Sales Process Adherence
Follow all operating processes for desk and sales.
Ensure proper research and recommendation procedures.
Maintain less than five percent deviation across RM and Senior RM activities.
Resolve customer complaints within agreed timelines.
Ensure no negative feedback in audits or product observations.

Compliance and Regulatory Guidelines




Maintain 100 percent compliance across mandatory certifications including CIEL, AMFI, IRDA, PMS, and SIF.
Ensure no pending risk profiler updates.
Complete recommended fund declarations and avoid exceptions or deferrals.
Respond to Staff Audit Alerts within defined timelines.

Product Mix and Delivery
Deliver benchmark levels of product recommendations based on customer requirements.
Focus on banking products across assets, new to bank clients, cards, and forex as key drivers.
Enhance wallet share for liabilities through solid client engagement.

Self Development and Knowledge Building
Perform essential activities each month for skill growth.
Stay updated on functional and industry knowledge.
Demonstrate positive leadership, guide team members, and build strong relationships.
Maintain high levels of knowledge in equity and related areas.
Focus on excellence, result orientation, planning, and continuous improvement.
Set explicit and achievable goals aligned with desk objectives and track progress regularly.

📌 Relationship Manager Wealth Mumbai
🏢 HDFC Bank
📍 Mumbai