Wealth-Service RM
MumbaiFull-time3–12 yrsPosted 1 week ago
Mid-level finance role at Hdfc Bank in Mumbai. Needs 3+ years and a degree.
About the role
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What you'll do
- 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
- Log 10+ customer requests/queries monthly in CRM
- Resolve TPP service requirements within defined TAT
What you need
- Cross-selling
- Audit
- CRM
- Compliance
- Reporting
- Customer service
Good to have
- HTML