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) : Actionable Slabs 100, 150, 200 Lakhs TPP and Banking Targets

Individual PBG Targets across TPPN (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

- Functional/Industry Knowledge To keep updates on functional and industry knowledge

- Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others

- Research excellence 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 desk and monitors plans as against current progress

Educational Qualifications : 

Key Skills : 

- Graduation/Post-Graduation: Marketing/Finance

Certifications :

- AMFI Certification

- Sales and Influencing Skills

- Banking Product & Process Knowledge

- Relationship Management and Negotiation Skills

- Planning and Organizing Skills

- NCFM Certification (Optional)

- CAIIB

- IRDA

- Communication

- Knowledge of Competition & Current trends in financial Industry

Experience Required

- Minimum experience in years - 8-10 yrs

- Wealth Management experience preferred, Insurance experience, retail relationship management profile

- Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)

- Customers

- Branch Banking Team

- Operations

- Product Team

- Treasury

- HLIC

- Insurance CAM

- MF Fund houses personnel

- HSL personnel

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