Branch Relationship Manager - liabilities

Branch Relationship Manager - Liabilities

Roles & Responsibilities:

• Customer Acquisition & Relationship Management

  : Acquire new customers and increase the book size. Establish smooth relationships with new and existing clients to generate new business and referrals.

• Sales & Cross-selling

  : Cross-sell and upsell all banking products, including liabilities, assets, digital channel activation, and digital wealth management solutions.

• Investment Advisory

  : Cater to the investment needs of clients by providing research-based advice. Manage client portfolios and offer them tailored investment solutions. Achieve monthly revenue targets through investment advisory services.

• Client Interaction

  : Act as the primary interface for all client queries and work to understand their investment needs.

• Sales & Service Processes

  : Promote high-quality sales, supply, and customer service processes.

• Market Intelligence

  : Provide market feedback on new products, pricing, and competitor activities to inform business strategy.

Skills Required:

• Proven experience in acquiring new customers and increasing a book size.
• Strong relationship-building skills to engage with both new and existing clients.
• Expertise in cross-selling and upselling a variety of banking and financial products.
• Ability to provide sound investment advisory services based on research.
• Excellent communication and client-interfacing skills.
• Experience in gathering and providing market feedback on competitor activities and products.

QUALIFICATION:

• Bachelor's degree in Finance, Business Administration, or a related field, or equivalent experience.