Leading Private Bank·5 hours ago
5 hours agoBe an early applicant
Branch Relationship Manager
Sign up free to see how well your resume matches this role.
What you'll do
- Acquire new customers and build a strong portfolio of Savings Accounts, Current Accounts and Term Deposits.
- Generate business through open-market activities, referrals, customer references and existing relationships.
- Drive CASA balances, deposits, cross-selling and customer activation.
- Manage customer relationships and identify opportunities for additional banking products.
- Cross-sell Insurance, Mutual Funds, Loans, Credit Cards, Demat and other investment products.
- Maintain regular contact with customers and ensure high service quality.
- Achieve assigned monthly targets for acquisition, CASA, deposits and fee-based products.
- Manage and deepen relationships with HNI and UHNI customers.
- Understand customers' financial goals, investment preferences and risk profiles.
- Advise customers on suitable investment products such as Mutual Funds, PMS, AIF, Bonds, Insurance and structured products, as applicable.
- Increase AUM, revenue and wallet share from existing relationships.
- Acquire new affluent/HNI customers through references, networking and market acquisition.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Acquire new customers and build a strong portfolio of Savings Accounts, Current Accounts and Term Deposits.
- Generate business through open-market activities, referrals, customer references and existing relationships.
- Drive CASA balances, deposits, cross-selling and customer activation.
- Manage customer relationships and identify opportunities for additional banking products.
- Cross-sell Insurance, Mutual Funds, Loans, Credit Cards, Demat and other investment products.
- Maintain regular contact with customers and ensure high service quality.
- Achieve assigned monthly targets for acquisition, CASA, deposits and fee-based products.
- Manage and deepen relationships with HNI and UHNI customers.
- Understand customers' financial goals, investment preferences and risk profiles.
- Advise customers on suitable investment products such as Mutual Funds, PMS, AIF, Bonds, Insurance and structured products, as applicable.
- Increase AUM, revenue and wallet share from existing relationships.
- Acquire new affluent/HNI customers through references, networking and market acquisition.
- Coordinate with investment specialists, product teams and internal stakeholders for customer requirements.
Company
Leading Private Bank
Chennai, India
Company facts come from this company's own listings. We only show what the postings themselves carry.