1 YEAR CAREER ROAD MAP FOR MT @ CBoP

Orientation: MT Joins 15 days prior to the date of induction

Udaan: MT goes through a detailed 11 day induction at Mumbai

OJT : 1-1.5 months ongoing On the Job Training

Product training and financial training

4th month: Targets are allocated. BusinessMentors will handhold MTs during the initial sales
calls.

4th month onwards: MTs will perform the role assigned to them

MTs should clear AMFI exam

Mid year/6 monthly review: Immediate managers will review the performance of the MT and
give feedback.

MTs are redesignated as RMs

Confirmation/Annual review: Annual performance evaluation of MTs performance : Confirmation

based on performance feedback

End of 1 & half years: R&R Programme : Star MTs identified for the R&R scheme Will be
offered a fast track career plan.

* Subject to change/review as per Organisation need

 Role : Relationship Manager
Sub Function: Branch Banking
Function: Retail Banking

ROLE PROFILE

To acquire, advise, build and retain relationships with customers- Generate profits for the bank by deepening
the existing relation with the clients, acquiring new business through direct sales, achieving the given sales
targets and cross-selling products, within the banks guidelines and regulatory framework.

JOB DESCRIPTION

• Planning- Obtain inputs on client research, market movement etc, Develop and execute individual
plan to achieve the budgeted targets client wise / Branch wise / Product wise, track performance of
self against target

• Generating Customer Base: Identify customers, calling & fixing of meetings, prepare & make
presentations, collect client requirements & other related information. Get paper work done through
the concerned persons.

• Business Development: Build relationships with HNW clients, acquire new business through direct
sales and market visits, coordinate to obtain best rates, support other RMs in region, support Branch
Head in sales pitches, represent product portfolio to clients, cross sell bank products In Order To meet
targeted revenue & maintain profitable portfolio

• Making MIS : Pre MIS: Identify sector, identify top 20 players, get data & make cold calls, profiling of
prospective client.
Post MIS: Make Excel Sheets MIS, prepare design new methodologies, print reports, cross check
reports on daily basis, MIS on cross sell also is prepared.

CORE COMPETENCIES REQUIRED

• Drive for results

• Planning and Execution Excellence
• Customer Centricity
• Collaboration and Teamwork

FUNCTIONAL COMPETENCIES REQUIRED

• Selling skills
• AMFI and JAIIB Certification
• Product Knowledge
• Industry knowledge - MF/ Insurance
• Client Insight