Hiring For Bank: Relationship Manager: Private Banking

3 weeks ago

pune, India Skill Ventory Full time
Roles and Responsibilities Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality serviceto the customers through wealth management techniques Job Responsibilities
Ensure targets given at absolute level are met - Measured by achievement over target- Ensure banking targets are met with of focus on defined income objectives
- Ensure base penetration is done with all relevant products- Minimum objectives of Rs 1,, per customer from % ofthe self-base for RM and self & team level for Senior RM- Minimum objective % growth in AUM for self-base for RMand self & team level for Senior RM- Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved- Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients- Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement- Ensuring Desk policy of Client Contact Management andPersonal Meetings is adhered to and the same is updated inCRM within prescribed timelines- Benchmarked minimum levels of delivery on products around customer needs- Customer feedback on the solutions provided by RM on the customer requirements- To keep updates on functional and industry knowledge- Sets positive example, guides staff members through new tasks, builds rapport with others-Strong level of knowledge in equity and related areas-Focused on creating measures of excellence- Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress

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