RM- Private Banking Group

We are Hiring for India's Leading Bank

Profile: Relationship Manager- Private Banking Group

Location: Mumbai (Prabhadevi)

CTC offered- upto 35 LPA

Min exp- 8 yrs

Role & responsibilities

• Ensure banking targets are met with of focus on defined income objectives
• Ensure base penetration is done with all relevant products
• Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM
• Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RM
• 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
• Developing people & relationships
• Sets positive example, guides staff members through new tasks, builds rapport with others
• Strong level of knowledge in equity and related areas
• Focused on creating measures of excellence
• Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress

Educational Qualifications

• Graduation/Post-Graduation: Marketing/Finance

Certifications:

• AMFI Certification
• NCFM Certification (Optional)
• CAIIB
• IRDA

Interested Candidates can share there CV at [email removed]

Regards

Nupur Tathe

(HR Recruiter)

Pace HR Consulting LLP

Contact No- [phone removed]