Senior Wealth Relationship Manager

17 hours ago

Udaipur, Rajasthan, India beBeeWealth Full time ₹ 1,70,000 - ₹ 2,80,000

Job Title: Senior Wealth Relationship Manager

Key Responsibilities:

  • Meet High Net Worth and Priority Banking Targets.
  • Achieve Individual Portfolio Business Growth Targets across Priority Banking (40%).
  • Ensure targets given at absolute levels are met.
  • Banking Targets - Individual (10%): Ensure banking targets are met with focus on defined income objectives.
  • 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 Relationship Manager and self & team level for Senior RM.
  • AUM Growth Objectives to be Met Self and Team (10%): Minimum objective 10% growth in Assets Under Management for self-base for Relationship Manager 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 achieved.
  • Focus to Ensure Conversions from Existing Bank Clients by Offering Portfolio Business Growth 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 Requirement.
  • Ensuring Desk Policy of Client Contact Management and Personal Meetings is Adhered to and the Same is Updated in CRM within Prescribed Timelines.
  • Client Solutions and Product Mix Objective (10%): Benchmarked minimum levels of delivery on products around customer needs.

Required Skills and Qualifications:

  • Strong Level of Knowledge in Equity and Related Areas.
  • Result and Process Orientation: Focused on Creating Measures of Excellence.
  • Strategic Planning: Sets Clear Achievable Goals in Line with Broader Objectives of the Desk and Monitors Plans as Against Current Progress.

Benefits:

  • Competitive Salary Package.
  • Opportunities for Career Growth and Development.

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