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Branch Relationship Manager

Published date: 2024/01/10
  • Location: Ahmedabad, Gujarat, India
Branch Relationship Manager - Bank - Ahmedabad

Duties and Responsibilities

- Handling a group of key Clients providing Financial Advisory Services to the customers and offering HNI Portfolio Investment Services

- It also includes use of applications actively for designing product suitability matrix, financial planning for the customers

- Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensuring compliance with branch SOP and control in sales and service

- Deepen the relationship by Cross selling Banks Products ( Mutual Funds, LI, GI )
Company Name: V-Konnect Associates Ahmedabad, Gujarat

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