FLM_Branch Relationship Manager

  • On Roll
  • Bangalore
  • 1 month ago

Job Information

  • icon
    Salary ₹ 500000 - 800000
  • icon
    No. of Openings 1 opening
  • icon
    Required Skills : lead generation,BRM,Branch RM,portfolio management,relationship management,stakeholder management,sales,cloud computing,HNI,Branch Banking RM
  • icon
    Job Experience : 5 - 10 years
  • icon
    Job Qualifications Bachelor's Degree

Job Description

Designation: Branch Relationship Manager

Reporting To: Branch Head

BU: Consumer Banking

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