Relationship Manager - Hdfc Securities Branch

1 - 3 years

3 - 5 Lacs

Posted:4 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Position Overview


  1. Organizational Relationships


Reports To

AM/ TM

Supervises

NA

Job Dimensions

Geographic Area Covered

Zone/ Cluster

Stakeholders Internal

Training

Branch Operations

Distribution Operations

Stakeholders External

Key Result Areas

To maintain the desired persistency ratio

Prompt post-sales service with respect to all domains

Strategize and interact closely with the HDFC Securities branch manager on business plan execution

Ensure that there are nil escalations on service quality and responsiveness by Partner

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards

Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

Adhering to the Training Road map.

Providing timely reports to the Supervisor as per the requirement.

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