We are Hiring _ Relationship Manager- Private Banking Group-Goa!!!

About the Responsibilities

• To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques
• 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 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
• 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
• Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress
• Ensure that the reviews and new product proposals are in line with the investment strategy, products approved by the bank

Qualifications

MBA / Post Graduate / CA

Required Skills

• Should have 12 years experience in Wealth in NBFC/Bank/AMC
• Knowledge of private banking group and economy.
• Domain knowledge of Investments & Capital Markets

Pay range and compensation package: As per industry standards

If interested please share your resume with us-

[email protected]

[email protected]