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Siddhartha Hospital
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Branch Relationship Head (Portfolio Management) - Sales

Branch Relationship Head (Portfolio Management) - Sales

Siddhartha Hospital

10 - 14 years

15 - 18 Lacs

bengaluru

Posted:1 hour ago| Platform:

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Skills Required

team handling wealth management portfolio management retail liabilities third party products retail branch banking hni client handling investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Roles & Responsibilities:

Managing the team of Liability RMs and responsible for overall growth of Liabilities & Investment business from HNI segment
Develop, manage, and expand HNI and UHNI customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
Proactively sell the full range of consumer and commercial product to current and potential

HNI Relationships

Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

Customer Engagement:

Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the

desired relationship values

Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory

Financial Planning and Investment Advisory to HNI clients
Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

Ensure all sales activity is recorded online as per the organizational process
Capture and maximize the business opportunity through detailed client profiling as per organizational process

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