Relationship Manager - Private Banking Group

We are looking for professionals from Retail Banking/ Wealth / Private Banking sales - HNI, Mutual Fund having a Personal AUM of 75 CR+ and knowledge on investment products.

Job Purpose -

Job Responsibilities(JR) -

• Slabs - 150, 200, 250 TPP and Banking Targets
• Individual PBG Targets across TPP - Ensure targets given at absolute level are met - Measured by achievement over target
• Banking Targets – Individual - 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 - 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 - 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 - 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 - 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 - 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 -

Graduation/Post-Graduation: Marketing/Finance

Certifications:

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

Experience Required

• Minimum experience in years – 7 to 8 years
• Wealth Management experience preferred, Insurance experience , retail relationship management profile

Share CVs withsiddhartha.sachar@hdfc.bank.in & praveenkumar.pathak@hdfcbank.com

Subject Line - PBG RM Application, ,

Please mention details - Current CTC and Personal AUM in mail body.