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RM - PRIVATE BANKING Apply

2.00 to 3.00 Years   Surat   18 Jun, 2023
HDFC Bank Ltd
Job LocationSurat
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    • Slabs: 55, 75 , 100 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)1
    • Ensure targets given at absolute level are met (measured by achievement over target)Banking Targets Individual (10%)1
    • Ensure banking targets are met with of focus on defined income objectives2
    • Ensure base penetration is done with all relevant productsCustomer level profitability objectives to be met self and team (10%)1
    • 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%)1
    • 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%)1
    • Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved2
    • Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clientsCustomer Relationship Management Objective (10%)1
    • Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement2
    • Ensuring 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%)1
    • Benchmarked minimum levels of delivery on products around customer needs2
    • Customer feedback on the solutions provided by RM on the customer requirementsFunctional/Industry Knowledge: To keep updates on functional and industry knowledgeDeveloping people & relationships :Sets positive example, guides staff members through new tasks, builds rapport with othersResearch excellence: Strong level of knowledge in equity and related areasResult and Process Orientation: Focused on creating measures of excellenceStrategic Planning: Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress
    ,

Keyskills :
client solutionsproduct mixcustomer relationship managementnegotiation

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