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Branch Relationship Manager

2.00 to 7.00 Years   Chennai   17 Sep, 2019
Electrobrain Modern Technologies private Limited
Job LocationChennai
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BDMarketing / Communication
EmploymentTypeFull-time

Job Description

  • Job Description Branch Relationship Manager Designation
  • Grade: Deputy Manager/ Manager
  • Legal Entity: Equitas Small Finance Bank Business Unit:
  • Retail Banking Division: Liabilities Department:
  • Liabilities Travel required: Yes/No (if Yes, please mark ->) Yes
  • Level of travel: Limited Level:
  • Purpose of the role:
  • 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 Key Responsibilities:
  • 1. Acquire high value new to bank customers to Bank on a monthly basis
  • 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired
  • 3. Manage the relationships of clients provided by Equitas in order to enhance wallet share
  • 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including
  • a. Digital Channel Activation
  • b. Activation for Digital Wealth Management
  • c. Selling Investment and Insurance Products
  • d. Selling Asset Products
  • 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank
  • 6. Handle the service requirement of customers are taken case in a prompt and pro-active manner
  • 7. Provide regular feedback to Branch / Head Office team for improved customer relationship management at Equitas
  • 8. The position is on Quarterly Incentive Program outcome of which is dependent on achievement of laid down targets

Keyskills :
reporting marketing hr retail prompt finance selling accounts strategy wealth business sales banking set etailbanking wealthmanagement customerrelationshipmanagement relationshipmanagement familypartnerships customerrelationship

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