Branch Relationship Manager

A Branch Relationship Manager (BRM) at AU Small Finance Bank is responsible for managing and growing client relationships, which involves client acquisition, customer service, and a focus on achieving sales targets. Key responsibilities include building client portfolios, providing financial advice, ensuring compliance, and coordinating with other teams to achieve business goals. Core responsibilities

• Relationship management

  : Manage a portfolio of clients, develop new customer relationships, and act as the main point of contact for their banking and investment needs.

• Sales and acquisition

  : Acquire new clients, grow the portfolio's profitability, and achieve sales and business development targets.

• Financial advisory

  : Provide clients with financial guidance, recommend investment strategies, and conduct financial assessments based on their goals and risk tolerance.

• Customer service

  : Ensure customer satisfaction by offering personalized solutions and keeping clients informed about new products and market trends.

• Compliance

  : Ensure all activities are in line with regulatory requirements and internal policies.

Key skills and qualifications

• Experience

  : Proven experience in retail banking or financial services, with a focus on relationship management.

• Sales acumen

  : Strong sales skills with the ability to meet and exceed targets.

• Communication

  : Excellent communication, interpersonal, and negotiation skills.

• Product knowledge

  : Sound understanding of banking products, services, and industry regulations.

• Teamwork

  : Ability to collaborate effectively with other teams, such as sales, branch management, and support staff.

• Customer focus

  : A service-oriented approach with an emphasis on building long-term trust.

Team handling

• Collaboration

  : Work closely with other teams to achieve collective goals.

• Guidance

  : Provide guidance to staff on new product launches and support team-building activities.

• Training

  : Train bank staff on products and services to improve customer awareness.

  Role & responsibilities

Preferred candidate profile