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06/05 Vinay Lal
Founder & CEO at Mindome Consulting

Views:3876 Applications:49 Rec. Actions:Recruiter Actions:15

Head - Relationship Management - Exclusive Channel - Banking (12-15 yrs)

Gujarat/Surat Job Code: 694188

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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