We are Hiring for India's Leading Bank

Profile: Relationship Manager- Private Banking Group

Location: Mumbai (Prabhadevi)

CTC offered- upto 35 LPA

Min exp- 8 yrs

Role & responsibilities

- Ensure banking targets are met with of focus on defined income objectives
- Ensure base penetration is done with all relevant products
- Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM
- Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RM
- Minimum client sign on objectives as defined by RH/BH including recent to bank clients to be achieved
- Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients
- 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




- Benchmarked minimum levels of delivery on products around customer needs
- Customer feedback on the solutions provided by RM on the customer requirements
- To keep updates on functional and industry knowledge
- Developing people & relationships
- Sets positive example, guides staff members through new tasks, builds rapport with others
- Strong level of knowledge in equity and related areas
- Focused on creating measures of excellence
- Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress

Educational Qualifications

- Graduation/Post-Graduation: Marketing/Finance

Certifications:

- AMFI Certification
- NCFM Certification (Optional)
- CAIIB
- IRDA

Interested Candidates can share there CV at [email protected]

Regards

Nupur Tathe

(HR Recruiter)

Pace HR Consulting LLP

Contact No- (phone hidden)

📌 RM- Private Banking Group (Mumbai Suburban)
🏢 Pace Hr Consulting
📍 Mumbai Suburban