We Are Hiring - Branch Relationship Manager (Portfolio)

Key Responsibilities

• 1. Acquisition of new Customers and Increase book size.
• 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals Domestic and NR.
• 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
• 4. Responsible for catering the investment needs of clients by providing them research based advises.
• 5. Interfacing all queries of Clients and understanding their investment needs.
• 6. Manage portfolios of clients and offer them investment solutions.
• 7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.
• 8. Promote high quality sales, supply and customer service processes
• 9. Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)