RM-Wealth

Job description

**Role Description** **Job Title** Relationship Manager - Private Banking Group **Business Unit** Private Banking **Reporting To** Sr. Relationship Manager/Regional Head **Job Function and Role Type** Sales, Individual Contributor, Moderate/Extensive Travel **Version No** 1.0 **Job Purpose** Enhance business development as per bank objectives and ensure quality customer service through wealth management techniques. **Key Responsibilities** **Slabs** Achieve 55, 75, and 100 Lacs TPP and banking targets. **Individual PBG Targets across TPP (40%)** Meet absolute targets measured by achievement over target. **Banking Targets - Individual (10%)** Achieve banking targets focusing on defined income objectives. Ensure base penetration with relevant products. **Customer level profitability objectives to be met self and team (10%)** Achieve Rs 1,00,000 per customer from 75% of self-base for RM and self & team level for Senior RM. **AUM Growth objectives to be met self and team (10%)** Achieve 10% AUM growth for self-base for RM and self & team level for Senior RM. **Client sign on objectives as defined by Business Head (10%)** Achieve client sign-on objectives including new-to-bank clients. Convert existing bank clients by offering PBG services. **Customer Relationship Management Objective (10%)** Ensure quality customer interactions updated in CRM as per desk requirements. Adhere to Client Contact Management and Personal Meeting policies, updating CRM within timelines. **Client Solutions and Product Mix Objective (10%)** Deliver benchmarked solutions based on customer needs. Gather customer feedback on solutions provided. **Functional/Industry Knowledge** Stay updated on functional and industry knowledge. **Developing people & relationships** Set a positive example, guide staff through tasks, and build rapport. **Research excellence** Maintain strong knowledge in equity and related areas. **Result and Process Orientation** Focus on creating and achieving measures of excellence. **Strategic Planning** Set clear, achievable goals aligned with desk objectives and monitor progress. **CRM within prescribed timelines** Ensure timely updates of client solutions and product mix in CRM. **Education** Graduation/Post-Graduation in Marketing/Finance. **Certifications** AMFI Certification, NCFM Certification (Optional), IRDA. **Key Competencies** Sales and influencing skills, banking product and process knowledge, relationship management, planning and organizing, communication. **Major Stakeholders** Customers, Branch Banking Team, Operations, Product Team, Treasury, HLIC, Insurance CAM, MF Fund Houses Personnel, HSL Personnel.