HDFC Bank - Relationship Manager - Private Banking - Wealth

Job 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(JR) : 6 - 8 Areas

Actionable (4-6)

Slabs: 150,200,250 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 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