HDFC Bank hiring for RM-Wealth
HDFC Bank is hiring for the profile of RM-Wealth . 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 | RM-Wealth |
| Role | Wealth Manager |
| Salary | As per Market Standards |
| Work Profile | Work From Office |
| Eligibility | Experienced Jobs |
| Location | Mumbai |
| Job Category | BFSI, Investments & Trading |
| Sub Category | Trading, Asset & Wealth Management |
| Job ID | NX14313 |
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Job Title
Relationship Manager – Private Banking Group
Business Unit
Private Banking
Reporting To
Sr. Relationship Manager/Regional Head
Job Function and Role Type
Sales, Individual Contributor, Moderate/Extensive Travel
Version No
1.0
Job Purpose
Enhance business development as per bank objectives and ensure quality customer service through wealth management techniques.
Key Responsibilities
Slabs
Achieve 55, 75, and 100 Lacs TPP and banking targets.
Individual PBG Targets across TPP (40%)
Meet absolute targets measured by achievement over target.
Banking Targets – Individual (10%)
Achieve banking targets focusing on defined income objectives. Ensure base penetration with relevant products.
Customer level profitability objectives to be met self and team (10%)
Achieve Rs 1,00,000 per customer from 75% of self-base for RM and self & team level for Senior RM.
AUM Growth objectives to be met self and team (10%)
Achieve 10% AUM growth for self-base for RM and self & team level for Senior RM.
Client sign on objectives as defined by Business Head (10%)
Achieve client sign-on objectives including new-to-bank clients. Convert existing bank clients by offering PBG services.
Customer Relationship Management Objective (10%)
Ensure quality customer interactions updated in CRM as per desk requirements. Adhere to Client Contact Management and Personal Meeting policies, updating CRM within timelines.
Client Solutions and Product Mix Objective (10%)
Deliver benchmarked solutions based on customer needs. Gather customer feedback on solutions provided.
Functional/Industry Knowledge
Stay updated on functional and industry knowledge.
Developing people & relationships
Set a positive example, guide staff through tasks, and build rapport.
Research excellence
Maintain strong knowledge in equity and related areas.
Result and Process Orientation
Focus on creating and achieving measures of excellence.
Strategic Planning
Set clear, achievable goals aligned with desk objectives and monitor progress.
CRM within prescribed timelines
Ensure timely updates of client solutions and product mix in CRM.
Education:
Graduation/Post-Graduation in Marketing/Finance.
Certifications:
AMFI Certification, NCFM Certification (Optional), IRDA.
Key Competencies
Sales and influencing skills, banking product and process knowledge, relationship management, planning and organizing, communication.
Major Stakeholders
Customers, Branch Banking Team, Operations, Product Team, Treasury, HLIC, Insurance CAM, MF Fund Houses Personnel, HSL Personnel.
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.
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