Branch Relationship Manager

AU Small Finance Bank

Full Time

Pune

Posted 2 years 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 Category
Banking

Job Role
BRM

Grade
Manager

Department
Branch Banking

Experience
5+ Years

CTC
10-12 lacs

No of Positions
Multiple,