- NCFM Certification (Optional)
- CAIIB
- IRDASales 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
relationship manager ii private banking group ii p - Kolhapur, India - Fortune Personnel Services
Description
Job Description
Job Name (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) :ActionableSlabs55, 75 , 100 Lakhs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met- Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives- Ensure base penetration is done with all relevant productsCustomer 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 RMAUM 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 RMClient 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 achievedFocus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clientsCustomer Relationship Management Objective (10%)Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirementEnsuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelinesClient 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 knowledgeDeveloping people & relationshipsSets positive example, guides staff members through new tasks, builds rapport with othersResearch excellenceStrong level of knowledge in equity and related areasResult and Process OrientationFocused on creating measures of excellenceStrategic PlanningSets clear achievable goals in line with broader objectives of desk and monitors plans as against current progressEducational QualificationsKey SkillsGraduation/Post-Graduation: Marketing/Finance
Certifications:AMFI Certification
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