We're hiring for Branch Relationship Manager for Reputed Private Bank.

3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Profile: Branch Relationship Manager (Liabilities)  

Exp. Req: 3+ Yrs

CASA Acquisition 

Age up to 33 Years

Grade up to Senior Manager

Retail Branch banking

Portfolio Management & HNI Profile.

A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services

  1. The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
  2. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
  3. Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.

  4. Designing Portfolio for investments on the basis of risk profile of customers using various applications
  5. To Enhance & Retain customer profitability by capturing larger share of Wallet
  6. Ensuring compliance and control in sales and service.
  7. Deepen the relationship by Cross selling Banks Products.

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