Job Description
Job description
Acquire high value new to bank customers (focus HNI / Trusts / Institutions) through industry best pricing offered by Equitas.
Manage relationship with existing set of clients mapped by the Bank in order to enhance value.
To aggressively cross sell investment and insurance products using Offline/ Digital platform of Equitas
Build liability book for himself and for the Bank.
Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients
- Mainly need a candidate who has experience into acquisition of CASA
- Selling Investment, Insurance & Other products
- Acquire high value new to bank customers to Bank on a monthly basis
Acquire high value new to bank customers (focus HNI / Trusts / Institutions) through industry best pricing offered by Equitas.
Manage relationship with existing set of clients mapped by the Bank in order to enhance value.
To aggressively cross sell investment and insurance products using Offline/ Digital platform of Equitas
Build liability book for himself and for the Bank.
Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients
- Mainly need a candidate who has experience into acquisition of CASA
- Selling Investment, Insurance & Other products
- Acquire high value new to bank customers to Bank on a monthly basis
💡 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 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.
