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Relationship Manager - Private Banking Group (3-16 yrs) New Delhi

  • Category: Bank >>
    • Location: New Delhi, Delhi
  • Jop type: Full-time
  • Salary: ₹ Not mentioned

Job Description

Private Banking RM

- Ensure targets given at absolute level are met

- Measured by achievement over target

- Ensure banking targets are met with of focus on defined income objectives

- Ensure base penetration is done with all relevant products

- 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

- 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

- Sets positive example, guides staff members through new tasks, builds rapport with others

Interested and relevant candidates can share CV.

Smily Jindal

Job details


Company Name: Rekrut India

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