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Designation: Branch Relationship Manager
Reporting To: Branch Head
BU: Consumer Banking
• 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