Relationship Manager- Private Banking
1 day ago
Job role Relationship Manager Private Banking GroupLocation Delhi Gurgaon Noida Lucknow Chandigarh Mohali Jammu Bareilly MeerutCTC 20 to 30 LPAJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniquesJob Responsibilities JR 6 8 AreasActionable 4-6 Slabs55 75 100 Lacs 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 Functional Industry KnowledgeTo keep updates on functional and industry knowledgeDeveloping people relationshipsSets positive example guides staff members through new tasks builds rapport with othersResearch excellenceStrong 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 QualificationsKey Skills Graduation Post-Graduation Marketing Finance Certifications AMFI Certification NCFM Certification Optional CAIIB IRDA Sales and Influencing Skills Banking Product Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition Current trends in financial Industry Experience Required examples listed below Minimum experience in years 2 yrs from Private Banking Vertical within Banks Wealth Management experience preferred retail relationship management profile Please apply with updated resume at amit assuredjob com and refer someone who might be suitable for the role
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Delhi, Delhi, India beBeeBusiness Full timeKey Role SummaryThis role will focus on developing and maintaining strong relationships with assigned banks in the region.The successful candidate will be responsible for prospecting, selling, and managing RMs/Sales people in banks who are also involved in mutual funds.Responsibilities:Influencing decision-making at senior levels to secure mind share from...
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4 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi.This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors...
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Delhi, Delhi, India Kotak Mahindra Bank Limited Full timeJob DescriptionPlatinum Relationship Manager - Business BankingKRAs:. Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets. Sources new bank customers through external individual efforts and acquisition channel. Ensures high levels of customer service orientation and application of bank...
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4 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors...
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2 days ago
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