Relationship Manager - Wealth Management - Bank

Kindly find below the detailed Company Information and Designation.

Company Name :- Reputed MNC Bank

Designation : Relationship Manager - Priority Banking

Location - Pune

Job Role :

- To achieve the set value targets and number targets across all products (Including portfolio growth targets) as laid down in Annexure I

- Support BM on developing and implementing action plans to achieve business objectives

- Hold periodic customer meets and hold branch promotions to generate more business.

Measures and Targets :

- Value would supersede numbers

- Hence, achievement of value targets on products and at least 80% of the number target would qualify for a performance rating of 2.

- ESAU ratings would be taken into account for performance evaluation

- Balanced performance across all products will be considered superior performance compared to an equivalent ESAU rating with few product over achievement

- Feedback on promotion activities organised and business objective being met taken from Branch Manager/ team leader.

- Grow FUM qualified customers by 20% YOY Coverage of - 75% customers through Portfolio Snapshots, Investment Proposals, My Priorities Toolkit (or NBC)

- Increase active WM penetration to - 75% across customer base

- Ensure - 90% customers contacted every calendar quarter

- Ensure top quality of service is provided to customers

- Knowledge levels and Skills of products, services and processes

- Customer query handling / complaint resolution

- Minimize account opening rejections

- Acquire, retain, deepen portfolio

- Improve product per customer

- Maintain regular contact with all customers in the portfolio

Customer Service :

Measures and Targets :

- CSS/ on boarding survey scores

- Specific initiatives taken to improve service and reduce bottlenecks and customer complaints

- Assessment by BM / MCR

- Customer feedback

- Reject MIS (%)

- Other SQ MIS

- Value growth of allocated portfolio

- BIU data on product per customer

- Customer visits as per laid down call frequency

- Relationship handling - assessment by BM/ team leader through customer interaction and feedback

Risk Management :

- Ensure all processes are followed as per Policies and procedures laid down and ensure that there are no operating losses/ Frauds.

- Accurate and timely processing of customer instructions

- All customer service is done keeping in mind the ML and KYC norms

Measures and Targets :

- As assessed by Group Audit, QA, BM, MCR in Spot Checks

- As per agreed standards

- Ensure KYC Norms are adhered to

- Man Assessment by BM/ MCR

Kindly revert with your updated CV and below required information.

Total Years of Experience:
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Team Size (Direct Reportees):
Current CTC:
Expected CTC:
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Available for Interview: