Job Description
Key Responsibilities:
Ensure targets given at absolute level are met - Measured by achievement over target.
Job Requirements:
- Ensure banking targets are met with focus on defined income objectives.
- Ensure base penetration is done with all relevant products.
- Minimum objectives of Rs 1,, per customer from % ofthe self-base for RM and self & team level for Senior RM.
- Minimum objective % 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.
Additional Responsibilities:
- 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.
Ensure targets given at absolute level are met - Measured by achievement over target.
Job Requirements:
- Ensure banking targets are met with focus on defined income objectives.
- Ensure base penetration is done with all relevant products.
- Minimum objectives of Rs 1,, per customer from % ofthe self-base for RM and self & team level for Senior RM.
- Minimum objective % 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.
Additional Responsibilities:
- 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.
💡 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 Chennai 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.
