Mum|RM| Private Banking Group

Locations

Chennai - multiple - from 15 lacs to 40 Lacs

Hyderabad - multiple - from 15 lacs to 40 Lacs

Pune - Multiple - from 15 lacs to 40 Lacs

Kolhapur - 1 - from 15 lacs to 40 Lacs

Rajkot - 2 from 15 lacs to 30 Lacs

Surat - 2- from 15 lacs to 30 Lacs

Job Name – 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 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 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

Classifi

cation -

Interna

l

Classifi

cation -

Interna

l

 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