SM/BRM/DBM/Authoriser
Published date: 2026/11/08
- Location: Bengaluru, Karnataka, India
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 Products
Secondary Responsibilities - List the deliverables other than primary, but essential for the role - Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank
- Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its
implementation to improve overall operational efficiency
- Collaborate with other branch departments and functions to provide products and service offerings to the customer
- 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
Secondary Responsibilities - List the deliverables other than primary, but essential for the role - Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank
- Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its
implementation to improve overall operational efficiency
- Collaborate with other branch departments and functions to provide products and service offerings to the customer
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