Job Description
Private Banking RM
- 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 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 and Personal Meetings is adhered to and the same is updated in CRM 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
Interested and relevant candidates can share CV.
Smily Jindal
- 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 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 and Personal Meetings is adhered to and the same is updated in CRM 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
Interested and relevant candidates can share CV.
Smily Jindal
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Private Banking Group |3|16 yrs 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.
