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Job Overview

Category

CA, CFA, CMA, MBA, MCOM/BCOM, CS

Job Role

Investment Banking

Gender preferred

No Preferences

Functional Area

Investment Banking, Private Equity & VC

Work preferred

Work from Office

Qualification

Graduation

Any Graduation

Post Graduation

Any Post Graduation

Description

Branch Relationship Manager - Bank

List The Primary Deliverables

Key/Primary Responsibilities of the Role

  • 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

  • List the deliverables other than primary, but essential for the role
  • 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.

(ref:updazz.com)

Skills

BankingSOP

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