Opening For Branch Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
• Branch Relationship ManagerPlace of work
• MumbaiJob Purpose
• The role entails scaling up the Retail Banking business for the bank by leading customer service, cross sell and premium customer acquisition for the branch.
It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship.
It includes working with the client to help them make the right financial decisions by providing them with information about financial products.
Roles and Responsibilities - Handling a group of key Clients providing Financial Advisory Services to the customers and offering 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 ProductsInterested candiadets can share updated reusme on
• MumbaiJob Purpose
• The role entails scaling up the Retail Banking business for the bank by leading customer service, cross sell and premium customer acquisition for the branch.
It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship.
It includes working with the client to help them make the right financial decisions by providing them with information about financial products.
Roles and Responsibilities - Handling a group of key Clients providing Financial Advisory Services to the customers and offering 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 ProductsInterested candiadets can share updated reusme on
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