HDFC Bank - Relationship Manager - Private Banking - Wealth

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) : 6 - 8 Areas
Actionable (4-6)
Slabs: 150,200,250 Lacs 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
Functional/Industry Knowledge
- To keep updates on functional and industry knowledge
Developing people & relationships
- Sets positive example, guides staff members through new tasks, builds rapport with others
Research excellence
- Strong level of knowledge in equity and related areas
Result and Process Orientation
- Focused on creating measures of excellence
Strategic Planning
- Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress