What should be role of RM: RM proposition would take relationship management, client engagement and entrepreneurship within the

retail banking paradigm to the next level. RM in its capacity would be the face Wealth Management division and its underlying values. The fact that RM would be serious proposition for the HNIs with TRB of 1cr plus, offering them exclusive mix of products , which are offered to Private banking clients, the role of the RM becomes more critical : 1. To grow and nurture the Bank's Premier relationships and achieve business targets as laid down and in accordance with the business plan. 2. Identify opportunities to acquire relevant client base through referral campaigns and through a broad knowledge of investments, banking, trust services and financial planning. 3. Identify business opportunities with respect to either asset classes or investment products, or tactical / strategic investment opportunities. 4. Pro-actively manage the client base to wallet. 5. Increase penetration of wealth management products, increase share of and improve profitability of the customer base. 6. Meet the set benchmarks on key metrics viz: Activity Management / Broad basing across products / Broad basing across customers / Pro-active learning and self development initiatives to understand the latest product offerings in the market. 7. Update competition offerings, customer requirements on an ongoing basis to the Advisory unit / central team. 8. Engaging in joint meetings with other cross functional relationship managers for deepening key relationships and facilitating new customer acquisitions. 9. Project institution as a serious financial institution engaged in wealth creation and thus a contributor towards nations economic growth.