Relationship Manager & Senior Relationship Manager (Private Banking) - Leading Bank

Quotient Consultancy
  • Delhi
  • Confidential
  • 4-9 years
  • 13 May 2015

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets, Banking - Retail
Job Description

Eligibility Criteria :

Max Age : 34-36 yrs.
Handling AUM of 50-75 crs & above.
Can be from any banks / NBFCs & Asset mgt.
Should be polished and excellent in RM skills.


RM Private Banking :

Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
Acquiring high value relationships into the private banking group.
Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
Service the banking requirements of the super HNI clients.
To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
To execute cross sell efforts as per focus of the bank at any given point in time.
To keep one self updated on the financial markets and in advisory products / services in particular.
To acquire new clients in the targeted HNI segment from outside the bank.

SR RM Private Banking :

Business generation on Investment Advisory Services.
Guiding, developing and motivating Team members for achieving Team targets.
To work with the retail branch banking channels towards lead generation, client acquisition and servicing.
Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management.
To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.
To acquire new clients in the targeted HNI segment from outside the Bank consistently.
To retain and enhance Advisory relationships that is converted.
To ensure high level of customer satisfaction.
To execute cross-sell efforts as per focus of the Bank at a given point of time.

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Quotient Consultancy