Branch Relationship Manager(Branch Banking)
Published date: 2026/11/09
- Location: Pune, Maharashtra, India
Job Description: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory
Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales,
transaction maintenance.
It also includes use of Wealth management Application actively for designing product suitability
matrix, financial planning for the customers enrolled under Wealth management. Acting as an interface between the bank and its HNI customers to provide complete Banking
Solutions, Portfolio Management, Wealth Management and customer servicing.
Designing Portfolio for investments on the basis of risk profile of customers using various
applications
To Enhance amp; Retain customer profitability by capturing larger share of Wallet
Ensuring compliance and control in sales and service.
Deepen the relationship by Cross selling Banks Products.
Servicing of High Net Worth customers
Job Title: Branch Relationship Manager(Branch Banking)
Industry: Banking
Functional Area: Sales
Experience: 5+
Job Location: Mumbai, Delhi/NCR, Gurgaon, Noida, Ahmedabad, Pune
This job is provided by Shine.com
Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales,
transaction maintenance.
It also includes use of Wealth management Application actively for designing product suitability
matrix, financial planning for the customers enrolled under Wealth management. Acting as an interface between the bank and its HNI customers to provide complete Banking
Solutions, Portfolio Management, Wealth Management and customer servicing.
Designing Portfolio for investments on the basis of risk profile of customers using various
applications
To Enhance amp; Retain customer profitability by capturing larger share of Wallet
Ensuring compliance and control in sales and service.
Deepen the relationship by Cross selling Banks Products.
Servicing of High Net Worth customers
Job Title: Branch Relationship Manager(Branch Banking)
Industry: Banking
Functional Area: Sales
Experience: 5+
Job Location: Mumbai, Delhi/NCR, Gurgaon, Noida, Ahmedabad, Pune
This job is provided by Shine.com
9 page views
Related listings
-
Hiring For - Hdfc Banking Sales - Pune MaharashtraBankMaintain relationship with Bank branch manager & staffs to gain leads.Need to handle bank walk in and existing clients.Generate Business.Required Candidate profilePreferred candidates from Banking/Financial Services/ Life Insurance/Loans/BrokingG...2026/11/09
-
Bassein Catholic Cooperative Bank Jobs Mumbai 2022 ...BankBassein Catholic Cooperative Bank Applications is invited from Bassein Catholic Cooperative Bank in prescribed form through online mode only for various posts. The direct link for online application portal is available at Bassein Catholic Cooperative...2026/11/09
-
Production SupportBankRoles & Responsibilities: • Provides production user support for the Salesforce system in Admin Role • Experienced and has strong familiarity with Lightning, Reports, Workflows and Security. • Experience with integration between various systems, ...2026/11/09