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Branch Relationship Manager

5 - 10 years

4 - 7 Lacs

Posted:5 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Profile :

Job Responsibilities:

Relationship Management :

  • Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

  • Develop, manage, and expand 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 Yes FIRST HNI Relationships

  • Increase balance in allocated portfolio either through Deepening or Acquisition

  • Driving higher product and channel penetration to deepen mapped relationships and to Customer Engagement:

to 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 processRole & responsibilities

Warm Regards

Monika purwar

9717346111

monika.purwar@v-konnect.com

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V Konnect
V Konnect

Telecommunications

Lahore Punjab

11-50 Employees

217 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CTO

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