VC-Service RM-Phonebanking

Job Description

Role description

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Job Title

Relationship Manager - Private Banking Group

Business Unit

Private Banking

Reporting To

Sr. Relationship Manager/Regional Head

Job Function and Role Type

Sales, Individual Contributor, Moderate/Extensive Travel

Version No

1.0

Position purpose

Enhance business development as per bank objectives and make sure quality client service through wealth management techniques.

Key Responsibilities

Slabs

Reach 55, 75, and 100 Lacs TPP and banking targets.

Individual PBG Targets across TPP (40%)

Meet absolute targets measured by achievement over target.

Banking Targets - Individual (10%)

Reach banking targets focusing on defined income objectives. Make sure base penetration with relevant products.

Client level profitability objectives to be met self and group (10%)

Reach Rs 1,00,000 per client from 75% of self-base for RM and self & group level for Senior RM.

AUM Growth objectives to be met self and group (10%)

Reach 10% AUM growth for self-base for RM and self & group level for Senior RM.

Client sign on objectives as defined by Business Head (10%)

Reach client sign-on objectives including new-to-bank clients. Convert existing bank clients by offering PBG services.

Client Relationship Management Objective (10%)

Make sure quality client interactions updated in CRM as per desk qualifications. Adhere to Client Contact Management and Personal Meeting policies, updating CRM within timelines.

Client Solutions and Product Mix Objective (10%)

Deliver benchmarked solutions based on client needs. Gather client feedback on solutions provided.

Functional/Industry Knowledge

Stay updated on functional and industry knowledge.

Building people & relationships

Set a positive example, guide staff through tasks, and build rapport.

Research excellence

Sustain strong knowledge in equity and related areas.

Result and Process Orientation

Focus on creating and reaching measures of excellence.

Strategic Planning

Set clear, achievable goals aligned with desk objectives and monitor progress.

CRM within prescribed timelines

Make sure timely updates of client solutions and product mix in CRM.

Education:

Graduation/Post-Graduation in Marketing/Finance.

Certifications:

AMFI Certification, NCFM Certification (Optional), IRDA.

Key Competencies

Sales and influencing capabilities, banking product and process knowledge, relationship management, planning and organizing, communication.

Major Stakeholders

Clients, Branch Banking Group, Operations, Product Group, Treasury, HLIC, Insurance CAM, MF Fund Houses Personnel, HSL Personnel.

This opening is for the VC-Service RM-Phonebanking position in Mumbai.