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FLM_Branch Relationship Manager

  • On Roll
  • Mumbai
  • 1 month ago

Job Information

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    Salary ₹ 500000 - 800000
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    No. of Openings 1 opening
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    Required Skills : stakeholder management,cloud computing,BRM,Branch Banking RM,sales,lead generation,portfolio management,Branch RM,HNI,relationship management
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    Job Experience : 5 - 10 years
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    Job Qualifications Bachelor's Degree

Job Description

Designation: Branch Relationship Manager

Reporting To: Branch Head

BU: Consumer Banking

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

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