Product Manager - Wealth Portfolio Analysis - Leading Bank : Mumbai

Quotient Consultancy
  • Mumbai
  • 10-18 lakh
  • 7-12 years
  • Views
  • 22 Jul 2019

  • Sales & Marketing

  • Banking - Retail
Job Description

Leading bank is looking for Product Manager -  Imperia HNW portfolio analysis for Mumbai location

Grade: Sr Mgr / AVP

Exp: Min 10 yrs 

To develop structure and to measure, track & ensure the performance of RM Supervisors, i.e. Head RMs (RBHs) and BMs managing RMs
To develop structure and to measure, track & ensure performance across all HNW programmes for HNW channel in select portfolios
Job Description
Structure development
Providing Budgets for positions & to follow ups the branches for incremental positions for RBHs.
Recommending incremental RBH positions pan India in branches that qualify for an RBH position
Responsible for Organizing & developed training programme & content for channels for RM supervisors
Responsible for tracking channels staffing, updating channel masters and ensuring that relevant departments like HR, Fincon etc are updated regarding the same.
Responsible for developing & implementing induction mails & communication for
Liasioning with Fincon and other business groups to set up process and logic for
management and RM Supervisor channel MIS.
Responsibility for 2 BBH regions West 1 and North 3 - monitor performance across all the
HNW programmes (Classic / Preferred / Imperia / KC / PAM) to deliver on all the
important portfolio objectives
Tracking & Measurement for the channels
Tracking performance by various actionable MISs, trend analysis, Zonal con-calls, VCs &
Branch visits.
Responsible for developing & generating reports for Management to help track portfolio
Performance and improve the same.
Responsible for resolution of queries on the MIS / performance tracking tools
Channel Driving
Organizing & coordinating campaigns & contests for the channels.
Preparing Success stories & Did you knows for channels.

Special Projects
Doing RBH portfolio analysis & tracking their Progress month on month.
Preparing Success stories & Did you knows for RM Supervisors
Driving CNR, GPH & customer engagement for Imperia Programme
Process change: Multiple times KYC requirement to be reviewed.

Competencies/Skill sets for this job

HNI Product Management Banking Portfolio Analysis

Job Posted By

Deepa .

About Organisation

Quotient Consultancy