Objective:

To drive business development in line with the bank's objectives and ensure high-quality customer service through wealth management practices.

Achieve individual PBG targets across TPP (40%) – measured against absolute target slabs (₹55L, ₹75L, ₹1Cr).
Meet banking income targets (10%) with a focus on base penetration and product relevance.
Ensure customer-level profitability (10%) – Minimum ₹1,00,000 from 75% of the self-base (individual for RM, team for Sr. RM).
Achieve AUM growth objectives (10%) – Minimum 10% YoY growth in self or team base.
Fulfill client sign-on objectives (10%) – Including new-to-bank and conversion of existing clients to PBG services.

Ensure quality customer interactions are recorded in CRM as per desk policy.
Adhere to Client Contact Management and Personal Meeting policies, updating CRM within timelines.

Functional/Industry Knowledge: Stay updated with current financial market trends and product knowledge.
Developing People & Relationships: Lead by example, guide team members, and foster strong professional relationships.
Research Excellence: Maintain strong knowledge in equities and wealth-related areas.
Result & Process Orientation: Maintain high standards of performance and process adherence.
Strategic Planning: Set clear, actionable goals aligned with broader business objectives and track execution.

Certifications:

Experience Required (examples listed below)

Minimum experience in years 2 yr
Wealth Management experience preferred, Insurance experience , retail relationship management profile

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