Relationship Manager - Bank

- Slabs 100, 150, 200 Lakhs 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