Unlock Career Opportunities: Banking and Investments Relationship Manager

6 days ago

Pune, Maharashtra, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000
Key Banking and Investments Relationship Manager Role

We are seeking a skilled Banking and Investments Relationship Manager to manage banking and investments relationships and drive growth of liabilities & investment business from branch/retail customers.

Responsibilities:

  • Manage banking and investments relationships, drive growth of liabilities and investment business from branch/retail customers, develop, manage and expand customer relationships by providing exceptional service that exceeds client expectations.
  • Identify current and potential relationships with additional revenue potential and grow business volumes for larger share of customer wallet, generate incremental business through sales targets across various products including liabilities, retail assets, business banking, forex, cards, and investments.
  • Proactively sell the full range of consumer and commercial products to current and potential relationships, increase CASA balance in allocated portfolio through deepening or acquisition.
  • Drive higher product and channel penetration to deepen mapped relationships and increase customer relationship value with the bank.
  • Customer Engagement:
    • Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values, face-to-client and first point of contact for service and sales satisfaction of mapped clients.
  • Investments:
    • Analyze financial needs of customers and offer appropriate products with utmost transparency, drive revenue business to generate fee income through products like mutual funds, investments, and insurance.
  • Audit & Compliance:
    • Adhere to the bank's policy on acquisition/BSA/KYC as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc).

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