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AU Small Finance Bank

Full Time
Pune
Posted 4 months ago

Designation: Branch Relationship Manager

Reporting To: Branch Manager

Experience: 5+ Years

Location: Multiple

Qualification: Graduate/Post-Graduate

 Principal Responsibilities:

  • 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.
  • Servicing of High Net Worth customers

An Ideal Candidate should possess:

  • Service orientation with a customer first approach
  • Superior organizational and communication skills
  • Strong process adherence and orientation towards following laid down service protocol
  • Sound knowledge on retail banking products.
  • Impeccable sense of ethics and integrity

Job Features

Job CategoryBanking
Job RoleBRM
GradeManager
DepartmentBranch Banking
Experience5+ Years
CTC10-12 lacs
No of PositionsMultiple

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