Relationship Manager
7 days ago
Job Name - Relationship Manager - Private Banking / Wealth - Mumbai / Pune9 - 16 years17 - 30 LPA-----------------------------------------------------------Job descriptionJob Name (Private Banking): Relationship Manager - Private Banking GroupLocation - Mumbai / PuneWe are seeking experienced Wealth Relationship Managers and High Net Worth Individuals (HNI) candidates with over 7 years of solid experience in the banking industry. Ideal candidates should demonstrate job stability and possess a strong functional knowledge of financial products. A personal Assets Under Management (AUM) of at least 75 - 100 Crore is required.Candidates should be well-polished, articulate communicators, with a comprehensive understanding of market trends and domain specifics.Job Purpose -To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniquesJob Responsibilities(JR) : Slabs 150, 200, 250 and 300 Lacs TPP and Banking Targets - Individual PBG Targets across TPP (40%)Ensure targets given at absolute level are metMeasured by achievement over target - Banking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectivesEnsure base penetration is done with all relevant products - Customer 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 RM - Client 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 clients - Customer 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 ObjectiveBenchmarked minimum levels of delivery on products around customer needsCustomer feedback on the solutions provided by RM on the customer requirementsFunctional/Industry Knowledge - To keep updates on functional and industry knowledge.Developing 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 progressEducational QualificationsGraduation/Post-Graduation: Marketing/FinanceCertifications & Skills: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 7 yrWealth Management experience, Insurance experience, relationship management profileSubject - Wealth_LocationEmail - siddhartha.sachar@hdfc.bank.in / praveenkumar.pathak@hdfc.bank.in
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Mumbai, India EducoHire Full timeJob Title: Relationship Manager Location: Mumbai Salary: 8 LPA Industry: BFSI / Financial Services Job Type: Full-Time Job Summary: We are seeking a dedicated and customer-oriented Relationship Manager to manage client portfolios, drive business growth, and ensure exceptional service delivery. The role requires strong communication skills, sales capability,...
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Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
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Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
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Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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