Relationship Manager - Private Banking Large Pvt Bank
Relationship Manager - Private Banking Large Pvt Bank
Posted on :
14-06-2025
Employer Active
1 Vacancy
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Job Description
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:
- Ensure targets given at absolute level are met - Measured by achievement over target
- Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant product
- Minimum objectives of Rs 100000 per customer from 75 of the self-base for RM and self & team level for Senior RM
- Minimum objective 10 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
Candidates Profile:
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- Minimum 2 years experience
- Wealth Management experience preferred Insurance experience retail relationship management profile
- Post-Graduation: Marketing/Finance Certifications AMFI NCFM (Optional) CAIIB IRDA
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Relationship Management and Negotiation Skills
- Planning and Organizing Skills
- Communication Skills
- Knowledge of Competition & Current trends in financial Industry
Relationship Manager,Private Banking
Employment Type
Full Time
Key Skills
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