Hiring For Leading Private Sector Bank in Wealth Verticle

Job Description

Roles and ResponsibilitiesJob NamePA (Private Banking): Relationship Manager Private Banking GroupJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) :Slabs55, 75 , 100, 150 Lakhs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met- Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives- Ensure base penetration is done with all relevant productsCustomer level profitability objectives to be met self and team (10%)Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RMAUM Growth objectives to be met self and team (10%)Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RMClient sign on objectives as defined by Business Head (10%)Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achievedFocus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clientsCustomer Relationship Management Objective (10%)Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirementEnsuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelinesClient Solutions and Product Mix Objective(10%)
• Benchmarked minimum levels of delivery on products around customer needs
• Customer feedback on the solutions provided by RM on the customer requirements
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Keyskills :
product mixclient contactprivate bankingwealth managementcontact managementbusiness developmentrelationship managementtppsetwealthbankingbusinessmanagementconversionsSKU ManagementProduct ForecastingProduct Life CycleMarketing MixMarket