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Relationship Manager-Branch Banking-Wealth Portfolio

Relationship Manager-Branch Banking-Wealth Portfolio

V Konnect

2 - 7 years

5 - 12 Lacs

Delhi NCR Delhi Bengaluru

Posted:3 months ago| Platform:

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Skills Required

Portfolio Management Mutual Funds HNI Client Handling Wealth Management Liabilities Branch Relationship Cross Sales Personal Banker Third Party Products Retail Branch Banking forex Demat Account Opening HNI Sales CASA Lead Generation TPP Insurance client acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Function/ Department: Branch Banking Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers 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 volumes for larger share of customer wallet 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 Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: 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 client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred candidate profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition / Retail Branch Banking Locations- Bangalore / New Delhi- Delhi NCR Interested Candidates Directly reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 References would be Highly Preferred !!

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