Sr Affluent Wealth Rm

JD – (Affluent RM Banking): Relationship Manager Kindly Share - CV Contact Person : Divya : 9137265848 , qcprofile@gmail.comCTC 17 to 28 lkhs ( Depending on multiple selection Factors)Job Title: (Job Name) – Relationship ManagerBusiness Unit (PA) : Private BankingOffice Location : BKC Remuneration Fixed CTC + 10% of the AUM Received & Generated Business Head Need to get Good Customer Recommendation of Client Base to get along with him.Job Responsibilities (JR): 6 – 8 Areas SlabsHNI /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 needsCustomer feedback on the solutions provided by RM on the customer requirementsFunctional/Industry KnowledgeTo keep updates on functional and industry knowledgeDeveloping people & relationshipsSets positive example, guides staff members through new tasks, builds rapport with othersStrong level of knowledge in equity and related areasResult and Process OrientationFocused on creating measures of excellenceStrategic PlanningSets clear achievable goals in line with broader objectives of desk and monitors plans as against current progressEducational Qualifications (examples listed below)Key Skills (examples listed below)Graduation/Post-Graduation: Marketing/FinanceCertifications:AMFI CertificationNCFM Certification (Optional)CAIIBIRDASales and Influencing SkillsBanking Product & Process KnowledgeRelationship Management and Negotiation SkillsPlanning and Organizing SkillsCommunicationKnowledge of Competition & Current trends in financial IndustryExperience Required (examples listed below)Minimum experience in years – 2 yrWealth Management experience preferred, Insurance experience, retail relationship management profileMajor Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below)CustomersBranch Banking TeamOperationsProduct TeamTreasuryHLICInsurance CAMMF Fund houses personnelHSL personnelKindly Share - CV Contact Person : Divya Wassup 9137265848 , qcprofile@gmail.comEssentialGood understanding of CA, Trade & Forex, CMS and Asset products - CC, OD, TL, Export FinanceSelf-starter, Understanding of financial markets and economic trends, excellent communication and interpersonal skills.Ability to manage complex client requirements.Minimum 3 years' experience in Current account Acquisition, Product & Processes, Trade & Forex & other current account related products.