Job Description
5 - 8 years
Any Graduate
HNI Sales
11 ~ 12 LPA
Job Purpose
(Describe the contribution of the Job to the Organization & Functional unit in max 2 or 4 lines)
The role entails scaling up the Retail Banking business for the bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.
Roles & Responsibilities
Key / Primary Responsibilities of the Role - List the primary deliverables
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
Managerial & Leadership Responsibilities - (if applicable)
Key Success Metrics
NTB acquisitions, Volume per client, customer share of wallet, share of customer wallet
Any Graduate
HNI Sales
11 ~ 12 LPA
Job Purpose
(Describe the contribution of the Job to the Organization & Functional unit in max 2 or 4 lines)
The role entails scaling up the Retail Banking business for the bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.
Roles & Responsibilities
Key / Primary Responsibilities of the Role - List the primary deliverables
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
Managerial & Leadership Responsibilities - (if applicable)
Key Success Metrics
NTB acquisitions, Volume per client, customer share of wallet, share of customer wallet
💡 Quick Summary
Seeking a career-building opportunity? The Branch Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Navi Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
