Relationship Manager - Private Banking Group
Mintskill HR Solutions LLP
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) : 6 – 8 Areas
Actionable (4-6)
Slabs
55, 75 , 100 Lacs 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
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 (examples listed below)
Key Skills (examples listed below)
· Graduation/Post-Graduation: Marketing/Finance
Certifications:
· AMFI Certification
· NCFM Certification (Optional)
· CAIIB
· IRDA
· Sales and Influencing Skills
· Banking Product & Process Knowledge
· Relationship Management and Negotiation Skills
· Planning and Organizing Skills
· Communication
· Knowledge of Competition & Current trends in financial Industry
Experience Required (examples listed below)
- Minimum experience in years – 2 yr
- 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) (examples listed below)
· Customers
· Branch Banking Team
· Operations
· Product Team
· Treasury
· HLIC
· Insurance CAM
· MF Fund houses personnel
· HSL personnel
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