Job Description

Relationship Manager (Private Banking) Top leading Bank

Designation: Relationship Manager Private Banking

Grade: M/SM / AVP /DVP (total based on experience and internal parity)

Locations: Chennai, Pune and Delhi

Job Role:

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.