Posted By
Posted in
Banking & Finance
Job Code
1081401
HDFC Bank - PBG RM(Private Banking Group)
Job Name - PA (Private Banking): Relationship Manager - Private Banking Group
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) :
Actionable
Slabs
55, 75 , 100, 150 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
Educational Qualifications :
Key Skills :
- Graduation/Post-Graduation: Marketing/Finance
Certifications :
- AMFI Certification
- NCFM Certification (Optional)
- CAIIB
- IRDA
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Relationship Management and Negotiation Skills
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry
Experience Required :
- Minimum experience in years - 2 yr
- Wealth Management experience preferred, Insurance experience , retail relationship management profile
Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)
- Customers
- Branch Banking Team
- Operations
- Product Team
- Treasury
- HLIC
- Insurance CAM
- MF Fund houses personnel
- HSL personnel
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Posted By
Posted in
Banking & Finance
Job Code
1081401