Job Description
5 hours agoFull–time
Hiring For Bank: Relationship Manager: Private Banking : Chennai, Pune
From 7 to 12 year(s) of experience
₹ Not Disclosed by Recruiter
New Delhi, Pune, Chennai
or
Job Description
Roles and Responsibilities
Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality serviceto 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 products
• Minimum objectives of Rs 1,00,000 per customer from 75% ofthe self-base for RM and self & team level for Senior RM
• Minimum objective 10% growth in AUM for self-base for RMand 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 andPersonal Meetings is adhered to and the same is updated inCRM 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
Role:Relationship Manager
Salary: Not Disclosed by Recruiter
Industry:Banking
Department:BFSI, Investments & Trading
Role Category:Life Insurance
Employment Type:Full Time, Permanent
Key Skills
Private BankingService QualityRelationship ManagementBusiness Development
Education
PG:MBA/PGDM in Any Specialization
Company Profile
SKILLVENTORY
RPO
Recruiter Name:[email protected]
Contact Company:SKILLVENTORY
Telephone:+03+016444
Hiring For Bank: Relationship Manager: Private Banking : Chennai, Pune
From 7 to 12 year(s) of experience
₹ Not Disclosed by Recruiter
New Delhi, Pune, Chennai
or
Job Description
Roles and Responsibilities
Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality serviceto 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 products
• Minimum objectives of Rs 1,00,000 per customer from 75% ofthe self-base for RM and self & team level for Senior RM
• Minimum objective 10% growth in AUM for self-base for RMand 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 andPersonal Meetings is adhered to and the same is updated inCRM 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
Role:Relationship Manager
Salary: Not Disclosed by Recruiter
Industry:Banking
Department:BFSI, Investments & Trading
Role Category:Life Insurance
Employment Type:Full Time, Permanent
Key Skills
Private BankingService QualityRelationship ManagementBusiness Development
Education
PG:MBA/PGDM in Any Specialization
Company Profile
SKILLVENTORY
RPO
Recruiter Name:[email protected]
Contact Company:SKILLVENTORY
Telephone:+03+016444
💡 Quick Summary
Seeking a career-building opportunity? The Hiring For Bank| Relationship Manager| Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
