Branch Relationship Manager

3 weeks ago

Mohali Punjab Ludhiana Punjab, India Changeleaders Full time

Key Responsibilities 1 Develop and nurture relationships with existing and potential clients 2 Understand clients financial needs and recommend suitable banking products and services 3 Act as the primary point of contact for client inquiries and issue resolution 4 Achieve branch sales targets by promoting banking products and services 5 Cross-sell and upsell financial products such as loans mortgages investments and insurance 6 Identify opportunities to expand the client base and generate new business 7 Provide exceptional customer service to enhance client satisfaction and retention 8 Handle customer complaints and inquiries efficiently and professionally 9 Ensure compliance with regulatory requirements and internal policies 10 Offer financial advice and guidance based on clients financial goals and risk tolerance 11 Conduct financial assessments and recommend appropriate investment strategies 12 Collaborate with wealth management and investment teams to deliver comprehensive solutions 13 Work closely with branch managers sales teams and support staff to achieve collective goals 14 Participate in sales meetings training sessions and team-building activities ref updazz com

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