Relationship Manager Private Banking Group (3 16 Yrs)
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
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Job Detail
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Job IdJD2956039
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDelhi, India
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EducationNot mentioned
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ExperienceYear