Relationship Management - Private Banking

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 objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM

- Minimum objective 10% growth in AUM for 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

- 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