Branch Relationship Manager

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