Job description
Role Description 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.