Relationship Branch Head - Retail Branch Banking

3 - 7 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager in the banking and investments sector focusing on High Net Worth Individuals (HNI), your primary responsibilities will include: - Managing the banking and investments relationship with clients, aiming for the overall growth of Liabilities & Investment business from the HNI segment. - Leading and supervising a team of Relationship Managers to ensure efficient operations. - Increasing CASA balance in the assigned portfolio through either Deepening or Acquisition of New-To-Bank (NTB) Customers. - Proactively identifying potential problem accounts and devising appropriate risk mitigating strategies. - Handling customer migration between segments, sub-segments, and the HNI business effectively. - Enhancing portfolio profitability by utilizing various multi-channel delivery strategies, including managing customer migration to electronic banking channels. - Building and nurturing HNI customer relationships by delivering service levels that exceed client expectations. - Ensuring all sales activities are accurately recorded online following the organizational process (CRM). - Developing new relationships and expanding existing High Net Worth Customer relationships for liabilities and retail assets. - Keeping customers informed about new products or enhancements to strengthen the banking relationship. - Seizing and maximizing business opportunities through detailed client profiling in accordance with the organizational process (CRM). - Demonstrating a solid understanding of KYC, AML guidelines, and adherence to Bank policies and guidelines. The ideal candidate for this role should possess the following qualifications: - Minimum 3-4 years of experience with a reputable financial services brand. - Strong comprehension of retail liabilities and asset products. - Familiarity with third-party products. - Experience in portfolio acquisition and management.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
SkillLabs logo
SkillLabs

Higher Education

Mohali Punjab

RecommendedJobs for You