Branch Relationship Manager

Roles and Responsibilities: Primary Responsibilities: • Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. • It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. • Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. • To Enhance & Retain customer profitability by capturing larger share of Wallet. • Ensuring compliance with branch SOP and control in sales and service. • Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: • Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank. • Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. • Collaborate with other branch departments and functions to provide products and service offerings to the customer. Education Qualification: Graduation: Any Graduate Experience: 5+ years of relevant e…