
We're hiring for Branch Relationship Manager for Reputed Private Bank
2 weeks ago
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
- The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
- It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
- Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
- Designing Portfolio for investments on the basis of risk profile of customers using various applications
- To Enhance Retain customer profitability by capturing larger share of Wallet
- Ensuring compliance and control in sales and service.
- Deepen the relationship by Cross selling Banks Products.
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