Senior Relationship Manager/AVP - Sales - Bank (7-20 Yrs) Mumbai (BFSI Sales)

Job DescriptionJob Name: PA (Private Banking): Relationship Manager - Private Banking GroupJob Purpose- To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.Job Responsibilities:6 - 8 Areas Actionable (4-6)Slabs 55, 75, 100 Lacs 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 a 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 a 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. (ref:updazz.com)

Payroll Type : Permanent