Walk-in || Interview Drive - Affluent Business Relationship Manager - Fort

Role & responsibilities

Key Skills

1. Client relationship management

   : Strong interpersonal skills to build and maintain high trust and long term relationship with clients

2. Communication

   : Excellent verbal and communication skills for conveying complex financial concepts clearly

3. Sales and Negotiation Skills

   : Proven track record in sales, with the ability to meet and exceed targets. 

4. Financial Acumen:

   In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. 

5. Problem-Solving Abilities:

   Strong analytical and problem-solving skills to address needs and challenges. 

Key Responsibilities:

• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Please note:

Grade: Senior Manager

Location : Fort