RM - PRIVATE BANKING
Published date: 2024/01/10
- Location: Surat, Gujarat, India
Job Description :
Slabs: 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%)1. Ensure targets given at absolute level are met (measured by achievement over target) Banking Targets Individual (10%)1. Ensure banking targets are met with of focus on defined income objectives 2. Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%)1. 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%)1. 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%)1. Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved2. Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients Customer Relationship Management Objective (10%)1. Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement2. 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%)1. Benchmarked minimum levels of delivery on products around customer needs 2. 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
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
2.00-3.00 Years
Slabs: 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%)1. Ensure targets given at absolute level are met (measured by achievement over target) Banking Targets Individual (10%)1. Ensure banking targets are met with of focus on defined income objectives 2. Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%)1. 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%)1. 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%)1. Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved2. Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients Customer Relationship Management Objective (10%)1. Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement2. 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%)1. Benchmarked minimum levels of delivery on products around customer needs 2. 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
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
2.00-3.00 Years
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