Relationship Manager - Bank (6-18 yrs)
Published date: 2026/11/08
- Location: Jaipur, Rajasthan, India
Slabs 100, 150, 200 Lakhs TPP and Banking Targets
- 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
- Functional/Industry Knowledge To keep updates on functional and industry knowledge
- Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others
- Research excellence Strong level of knowledge in equity and related areas
- Result and Process Orientation Focused on creating measures of excellence
- Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress
- 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
- Functional/Industry Knowledge To keep updates on functional and industry knowledge
- Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others
- Research excellence Strong level of knowledge in equity and related areas
- Result and Process Orientation Focused on creating measures of excellence
- Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress
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