Reg. Head-PBG

Job Description : Ensuring Sales and Advisory Process in driving business to achieve stated objectives is being done in the team Cover Operating Processes for DeskCover sales process across planning, guiding, monitoring and taking corrective actionsCover research and process of making recommendationsCover weekly RM / Sr. RM reviews.100% adherence to measurable processes 0 deviation of RMs / Sr. RMs 0 level of complaintsNo negative feedback in audits or in product observationsEnsuring Product Mix Weightage - Benchmarked minimum levels of Delivery on products around customer needsRegional PBG Targets across TPP (20%)Ensure targets given at absolute level are met and ensure on a relative basis the team performance is the Best Measured by no. of people above objectives Measured by AUM growth and revenue Measured by new client sign-ons and across divisions and quality of sign-ons.D. Regional Banking Targets (20%)Ensure banking targets are met with focus on loan products, Assets, NTB and Forex products as primary drivers and wallet share of customers for liabilities.Customer Level Profitability objectives from TPP to be met (10%)Min. objective of Rs. 100000 per customer from 80% of the baseNo. of Relationship Managers / Senior Relationship Managers outperforming defined objectives (10%) Ensuring focused new person strategies in place 80% of new staff should be in line with defined objective (including turnover)Ensuring Banking Objective of team at overall level are met by playing a product role in banking (15%) One and half hrs. a day to be spent on banking as a measurable objective for RMs (Digital / Credit Cards / Re-KYC / Assets / Contact Management etc.) Ensuring Banking Key Objectives are met in line with the management expectation.Marketing Initiative for clients penetration new client sign-ons and retention (15%) To ensure marketing is an integral part of business Team Client sign on objectives to be met as defined with Senior Regional Head Minimum. one small initiative a month and one major initiative a quarter Monthly meetings with key managersActivities for Team Building (5%)To ensure one team activity is done per monthHandling nominated tasks in a structured manner with communicated deadlines (5%)To ensure task is owned , a plan made for achievement and then monitored in a defined frameworkTo escalate to levels of origination for any delay.Functional / Industry KnowledgeTo keep updates on functional and industry knowledgeDeveloping people and relationshipsSet positive examples, guides staff members through new tasks build rapport with othersResearch ExcellenceStrong levels of knowledge in Equity and other 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 progress Skills Sales 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 5.00-7.00 Years