Wealth-Service RM

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.