Head - Relationship Management - Exclusive Channel - Banking

A leading private sector bank is looking for Head RM - Exclusive Channel

Business Delivery

1. Owns the Revenue and Liabilities Balance Sheet delivery objectives for Branch Banking

2. Owns the following Revenue lines:

- NIR

- Insurance Fee

- Mutual Funds Fee

- Asset Fee

- Other fee (Gold, Trade/Fx etc.)

Key Job Role is to implement initiatives on the following lines:

Channel Related

- Implementation of Sales Process for RM Channel

- Implement Reward and Recognition Programs and Incentive Plans

- Track timely payments of incentives and contest monies to RMs

- Implement tools to facilitate the client interaction process for ERM and ensure effective usage

- Implement an integrate Lead Generation and RM Management System to track and improve sales efficiency

- Interface with the product groups like IC, Banca and Asset Specialist for various client related and sales channel related initiatives

- Executing proper Training and Development initiatives - offline as well as online

- Prepare and track MIS reports/dashboards for effective tracking and decision making on various vectors of performance

- Manage attrition and ensure FTE on Board as per Budgets

- Ensure effective implantation of Training and Development - E Learning initiatives launched from time to time for the channel

- Ensure Quality of Sales and adherence of product compliance

- Certification of RMs as required/stipulated from time to time

- Ensure Liability Book is made available to RMs and defined process on Book Management is adhered

Client Related :

- Implement templates for Client Engagement events that can be executed

- Implement Marketing and Sales promotion programs along with the marketing team to assist new client acquisition and client engagement

- Effective engagement of existing clients through cost effective and calendars offers

- Referral programs on existing client base. Focus on Grouping Relationships

- Ensure effective on-boarding of NTB clients as per laid process