Branch Relationship Manager

4 days ago

Bengaluru, Karnataka, India OM Careers Full time ₹ 9,00,000 - ₹ 12,00,000 per year

A Branch Relationship Manager (BRM) at AU Small Finance Bank is responsible for managing and growing client relationships, which involves client acquisition, customer service, and a focus on achieving sales targets. Key responsibilities include building client portfolios, providing financial advice, ensuring compliance, and coordinating with other teams to achieve business goals. Core responsibilities

  • Relationship management: Manage a portfolio of clients, develop new customer relationships, and act as the main point of contact for their banking and investment needs.
  • Sales and acquisition: Acquire new clients, grow the portfolio's profitability, and achieve sales and business development targets.
  • Financial advisory: Provide clients with financial guidance, recommend investment strategies, and conduct financial assessments based on their goals and risk tolerance.
  • Customer service: Ensure customer satisfaction by offering personalized solutions and keeping clients informed about new products and market trends.
  • Compliance: Ensure all activities are in line with regulatory requirements and internal policies.

Key skills and qualifications

  • Experience: Proven experience in retail banking or financial services, with a focus on relationship management.
  • Sales acumen: Strong sales skills with the ability to meet and exceed targets.
  • Communication: Excellent communication, interpersonal, and negotiation skills.
  • Product knowledge: Sound understanding of banking products, services, and industry regulations.
  • Teamwork: Ability to collaborate effectively with other teams, such as sales, branch management, and support staff.
  • Customer focus: A service-oriented approach with an emphasis on building long-term trust.

Team handling

  • Collaboration: Work closely with other teams to achieve collective goals.
  • Guidance: Provide guidance to staff on new product launches and support team-building activities.
  • Training: Train bank staff on products and services to improve customer awareness. Role & responsibilities

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