Branch Relationship Manager

Skillventory

2 - 4 years

2 - 4 Lacs

Gurgaon Haryana India

Posted:12 hours ago| Platform: Foundit logo

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Skills Required

CASA Sales CASA handling Hni Client Handling Portfolio Management Communication Skills Relationship Management Supervision

Work Mode

On-site

Job Type

Full Time

Job Description

Branch Relationship Manager

Roles & Responsibilities:

Client Relationship Management
: Manage relationships with high-net-worth individuals (
HNIs
) to acquire new clients and grow existing ones.
Sales & Cross-Selling
: Identify opportunities to cross-sell wealth products such as
PMS, AIF, MF, Bonds, and Insurance
to increase revenue.
Product Knowledge
: Develop and maintain a strong understanding of the
retail liabilities
business to provide tailored solutions to customers.
Customer Service
: Collaborate with internal teams to resolve customer queries and issues related to banking services.
Market Analysis
: Analyze market trends and competitor activity to stay ahead in the market.

Skills Required:

Strong knowledge of
CASA Sales
,
CASA handling
,
HNI client handling
, retail liabilities, portfolio management, and wealth product sales.
Excellent communication skills for effective relationship management with HNIs.
Ability to work independently with minimal supervision while meeting targets.

QUALIFICATION:

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

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