Roles and Responsibilities

Job Name –

PA (Private Banking): Relationship Manager – Private Banking Group

Job Purpose

To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques

Job Responsibilities(JR) :

Slabs

55, 75 , 100, 150 Lakhs TPP and Banking Targets

Individual PBG Targets across TPP (40%)

Ensure targets given at absolute level are met

• Measured by achievement over target

Banking Targets – Individual (10%)

• Ensure banking targets are met with of focus on defined income objectives
• Ensure 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 RM

AUM 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 achieved

Focus 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 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

Customer feedback on the solutions provided by RM on the customer requirements

Role: Relationship Manager

Salary: Not Disclosed by Recruiter

Industry: Banking

Functional Area BFSI , Investments & Trading

Role Category General Insurance

Employment Type: Full Time, Permanent Key Skills Banking Wealth

Education

UG: Any Graduate Company Profile

Forret India Private Limited Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India’s leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them. Company Info

Recruiter Name: Vishal Varma

Contact Company: Forret India Private Limited

Telephone:
+91-XXXXXXXXXX

Website: http://careers.forretindia.com