In past, when someone asked me where do you see yourself five years from now, I was

not specific with my answer. This made me realize that I wasn’t decisive with my goals. I
repeated this question in my mind several times. I have come to a simple conclusion. In
upcoming years, I see myself satisfied with the work I am doing. To make this a reality, I
have to work within an atmosphere which understands my views. I am sure that this ....
Bank can help me achieve the target. Every element of my goal can be constructed
within the walls of this .... Bank. The .... Bank respects hard work. The motivation can
help me grow and excel in the field. So after five years, I can say that I am happy with
the work I do. I start my career with trainee in …. Bank and After 5 Years I want to take
Senior Manager Position in …… Bank.

Action Plan:

Time Framework
No
. Skills Year 1 Year 2 Year 3 Year 4 Year 5

1 Analytical mind          
Knowledge of banking
products, markets and
2 relevant
regulations          

3 Sales and negotiation skills          

4 Strong communication &
presentation skills          
Ability to Work Under
5 Pressure          

As a manager in banking sector I need following skills-

1. This job needs head around numbers and do a lot of number crunching
everyday. Plus, you also need to possess accounting skills.

2. Do not need to be a genius in finance to get through a Relationship Manager

role. However, must definitely have a good working knowledge of the banking
 products on offer, basic banking regulations, a bit about taxation as well as
financial markets.

3. This is a significant skill that banks look for while hiring an RM. While people can
be trained about the banking products, sales skills are a little more innate in
nature and will be tested in more detail during interviews. I should possess
thorough knowledge of the banking products, and also advise which product is
apt for the customer, according to his needs.

4. Primary job is to go out and meet clients, constantly interact with them and see
through any transactions they may want to make. So interpersonal skills and
presentation skills are very important. I also need to be able to crisply explain
complex products in a lucid manner to clients who may not understand financial
jargon. Clients come from different walks of life, hence it is quite necessary for
them to develop skill sets that can manage various clients.

5. Have the ability to work under pressure, since working hours in commercial
banks can extend due to immediate matters which require attention, client’s
requirements, etc. Also, while the requirement might differ every time, there are
needs.

The five years that lie ahead can be marked with milestones of progress, for me as well
as the .... Bank. I am certain that the coming five years will be productive for me.
Working in an esteemed .... Bank with a positive work environment can be rewarding. I
can picture myself growing to the position I am working on. I feel the values of this ....
Bank can be advantageous to my career. In return, I see myself utilizing my knowledge
to yield better outcomes. The five years ahead are a guide to me. They would take me
to a target where I can cherish the achievements along the road.