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Acura Solutions.
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Branch Relationship Manager

Branch Relationship Manager

Acura Solutions.

3 - 8 years

|

0 Lacs

pune noida gurugram mumbai city delhi

Posted:6 hours ago| Platform: Shine logo

Apply

Skills Required

cross selling relationship management portfolio management hni client handling

Work Mode

On-site

Job Type

Full Time

Job Description

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 its implementation 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 Graduate

Experience: 5+ years of relevant experience in Banking or allied Business.

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Acura Solutions.

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