RM Performance
Relationship Manager portfolio steering and profitability analysis
Jelena Nikolić
13 clients managed
Total Revenue€4.78M
Total Profit€2.16M
Avg Client Profit€166K
Avg Margin38.5%
Unprofitable Clients1
Ana Petrović
13 clients managed
Total Revenue€2.93M
Total Profit€1.83M
Avg Client Profit€141K
Avg Margin54.7%
Unprofitable Clients1
Milan Jovanović
10 clients managed
Total Revenue€7.57M
Total Profit€-88K
Avg Client Profit€-9K
Avg Margin-8.8%
Unprofitable Clients4
Marko Đorđević
14 clients managed
Total Revenue€4.14M
Total Profit€-474K
Avg Client Profit€-34K
Avg Margin0.1%
Unprofitable Clients7
RM Revenue vs. Profitability
Management Use Cases
RM Steering
Identify portfolios with high concentration of unprofitable clients for targeted coaching
Incentive Design
Link RM variable compensation to portfolio profitability, not just volume growth
Relationship Prioritization
Allocate premium RM coverage to highest-value client relationships