Senior Client Acquisition Professional

6 days ago

Amritsar, Punjab, India beBeeRelationship Full time
Branch Relationship Manager Job Description

We are seeking a Branch Relationship Manager to manage relationships with high-net-worth individuals (HNIs) and drive business growth. You will be responsible for acquiring new clients, identifying opportunities to cross-sell wealth products, and collaborating with internal teams to resolve customer queries.

  • Client Relationship Management: Manage relationships with high-net-worth individuals (HNIs) to acquire new clients and grow existing ones.
  • Sales & Cross-Selling: Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, and Insurance to increase revenue.
  • Product Knowledge: Develop and maintain a strong understanding of the retail liabilities business to provide tailored solutions to customers.
  • Customer Service: Collaborate with internal teams to resolve customer queries and issues related to banking services.
  • Market Analysis: Analyze market trends and competitor activity to stay ahead in the market.
Key Skills and Qualifications

The ideal candidate should possess:

  • Strong knowledge of CASA Sales, CASA handling, HNI client handling, retail liabilities, portfolio management, and wealth product sales.
  • Excellent communication skills for effective relationship management with HNIs.
  • Ability to work independently with minimal supervision while meeting targets.

Bachelor's degree in Business, Finance, or a related field, or equivalent experience is required.

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