Hiring For Leading Private Sector Bank in Wealth Verticle
- Category: Bank Jobs
- Location: Vadodara, Gujarat
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 35K
- Published on: 2025/09/19
Roles And Responsibilities
Job Name
PA (Private Banking): Relationship Manager Private Banking Group
Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques
Job Responsibilities(JR)
Slabs
55, 75 , 100, 150 Lakhs TPP and Banking Targets
Individual PBG Targets across TPP (40%)
Ensure targets given at absolute level are met
• Measured by achievement over target
Banking Targets Individual (10%)
• 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%)
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 (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%)
• Benchmarked minimum levels of delivery on products around customer needs
• Customer feedback on the solutions provided by RM on the customer requirements
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