Building Strong Client Relationships in Private Banking

1 week ago

Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 25,00,000

Job Title: Relationship Manager in Private Banking

About the Role

We are seeking an experienced Relationship Manager to join our team in Private Banking. The successful candidate will be responsible for enhancing business development and ensuring quality service to customers through wealth management techniques.

Key Responsibilities
  • Meet or exceed targets given at an absolute level, measured by achievement over target;
  • Ensure banking targets are met with a focus on defined income objectives;
  • Ensure base penetration is done with all relevant products;
  • Minimum objectives of Rs 1,, per customer from % of the self-base for RM and self & team level for Senior RM;
  • Minimum objective % growth in AUM for self-base for RM and 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 and Personal Meetings is adhered to and the same is updated in CRM 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.
Requirements
  • Excellent communication and interpersonal skills;
  • Strong analytical and problem-solving skills;
  • Ability to work independently and as part of a team;
  • Highly organized and able to prioritize tasks effectively;
  • Strong knowledge of financial markets and instruments;
  • Ability to build strong relationships with clients and colleagues.
Benefits

As a Relationship Manager in Private Banking, you will have access to a range of benefits including:

  • A competitive salary and bonus structure;
  • Opportunities for career advancement and professional development;
  • A comprehensive benefits package including health insurance, pension scheme and paid holiday time.
Others

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual looking for a challenging role in Private Banking, please submit your application.

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