Branch Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Job description
Acquire high value new to bank customers (focus HNI / Trusts / Institutions) through industry best pricing offered by Equitas.
Manage relationship with existing set of clients mapped by the Bank in order to enhance value.
To aggressively cross sell investment and insurance products using Offline/ Digital platform of Equitas
Build liability book for himself and for the Bank.
Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients
- Mainly need a candidate who has experience into acquisition of CASA
- Selling Investment, Insurance & Other products
- Acquire high value new to bank customers to Bank on a monthly basis
Acquire high value new to bank customers (focus HNI / Trusts / Institutions) through industry best pricing offered by Equitas.
Manage relationship with existing set of clients mapped by the Bank in order to enhance value.
To aggressively cross sell investment and insurance products using Offline/ Digital platform of Equitas
Build liability book for himself and for the Bank.
Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients
- Mainly need a candidate who has experience into acquisition of CASA
- Selling Investment, Insurance & Other products
- Acquire high value new to bank customers to Bank on a monthly basis
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