Branch Relationship Manager

Job Description

Roles and Responsibilities:Primary 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:
• 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 itsimplementation to improve overall operational efficiency.
• Collaborate with other branch departments and functions to provide products and service offerings to the customer.
Education Qualification:Graduation: Any GraduateExperience:5 years of relevant experience in Banking or allied Business.

Keyskills :
saleshni client handling