Next Gen Relationship Manager-BRANCH BANKING-Branch Banking

3 - 7 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As an Elite Relationship Manager in the Branch Banking team, you will be responsible for managing and growing relationships with High Net Worth (HNW) clients. Your primary focus will be on acquiring new clients, deepening existing relationships, and providing tailored banking solutions across liabilities, commercial assets, and investment products. Your success in this role will be driven by your strong financial acumen, excellent interpersonal skills, and dedication to delivering outstanding customer service. Key Responsibilities: - Develop and expand relationships with High Net Worth customers for liabilities and commercial assets - Ensure high levels of customer service and compliance with bank policies - Cross-sell a diverse range of banking products to enhance client engagement - Educate clients on new products and enhancements to reinforce relationships - Strategize and implement targeted sales initiatives and client engagement events - Collaborate with group companies to deliver comprehensive financial solutions - Maintain detailed records of client interactions and relationship history - Address and resolve customer complaints and inquiries within defined turnaround times (TAT) Qualification Required: - Bachelor's degree in Finance, Business Administration, or related field - Proven experience in relationship management with High Net Worth clients - Strong understanding of banking products, investments, and financial markets - Excellent communication and negotiation skills - Ability to work effectively in a dynamic and target-driven environment - Relevant certifications such as CFA or CFP would be advantageous (Note: No additional details about the company were provided in the job description),

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