Job Requirements:
•Graduation/Post-Graduation: Marketing/Finance
Certifications:
•AMFI Certification
•NCFM Certification (Optional)
•CAIIB
•IRDA
•Minimum experience in years – 5 yr
•Wealth Management experience must, Insurance experience, retail relationship management profile

Job Responsibilities:
•Slab - 55, 75 ,100 , 200,250 Lacs TPP and Banking Targets
•Individual PBG Targets across TPP (40%)
•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%)
•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%). Bench marked 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
•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