Job Overview
RM head will be responsible to handle a unit of wealth relationship managers which include junior RMs and Seniors. Responsible for NTB, Revenue from the existing portfolio and the KRA of each relationship managers in the unit.
1) To handle a team of 4 to 6 Preferred Relationship Managers and 1 or 2 Senior RMs
2) Enhancing engagement of High Net Worth customers through joint call
3) Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets
4) Ensuring the Income Product Holding (IPH) of the Relationship manager Portfolio and initiating thrust on Cross sell
5) Monitoring quality sales and processes in the Relationship Managers portfolio
6) Recruitment and training of Relationship Manager Team.
7) To ensure maintenance of updated Relationship File.
8) Achievement of Relationship Manager targets.
9) Business Performance.
10) Portfolio Management.
Looking for candidates with atleast 8+ years of experience in experience in Banking, wealth management , Bancassurance , broking ..etc can be considered for the role .Ideal candidates will be having 1+ years of team handling expereince also will be considered , Senior relationship Managers with banks or wealth management companies also can be considered for the above role.