HDFC Bank hiring for Wealth-Service RM
HDFC Bank is hiring for the profile of Wealth-Service RM . Graduates are eligible to apply for this position. This profile is open for the location of Mumbai . Complete information about the hiring is mentioned below:
Job Overview
| Company Name | HDFC Bank |
|---|---|
| Profile Hiring for | Wealth-Service RM |
| Role | Service Manager |
| Salary | As per Market Standards |
| Work Profile | Work From Office |
| Eligibility | Experienced Jobs |
| Location | Mumbai |
| Job Category | Customer Success, Service & Operations |
| Sub Category | After Sales Service & Repair |
| Job ID | NX14444 |
.docx_html_scope { font-family: ‘Cambria’, Calibri, Arial, sans-serif, Cambria !important; font-size: 11pt !important; }
.docx_html_scope p { margin-top: 0 !important; margin-bottom: 0 !important; overflow-wrap:anywhere !important; word-break: break-word !important; text-align: inherit !important; }
.docx_html_scope ul, .docx_html_scope ol { margin-top: 0 !important; margin-bottom: 12pt !important; padding-left: 24pt !important; }
.docx_html_scope li { margin-bottom: 6pt !important; overflow-wrap:anywhere !important; word-break: break-word !important; }
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.
To apply for this job please visit hdfcbank.ripplehire.com.
How to Apply for HDFC Bank Recruitment
To apply for this job, interested candidates must follow the procedure outlined below:
Click Apply Here or Employer Contact Details. Both buttons will take you to the official application page after email verification.
1. Never pay any amount for getting a job. 2. Apply before the hiring closes or the employer stops accepting applications.
Explore More Jobs
By Role
By Location & Experience
More Options
More Service Manager Jobs
Explore current jobs matching the same or closely related role.
More Jobs From HDFC Bank
Explore other current openings from this company.
Nexpro247 shares job information for informational purposes only and is not affiliated with or endorsed by the companies mentioned unless explicitly stated. Job details may change without notice. Candidates should verify the vacancy, eligibility and application details on the employer's official website before applying. Nexpro247 does not charge candidates any fee for job applications.