Job Description
26 days ago
Full–time
Duties and Responsibilities
• Handling a group of key Clients providing Financial Advisory Services to the customers and offering HNI 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 ( Mutual Funds, LI, GI )
This job is provided by Shine.com
Full–time
Duties and Responsibilities
• Handling a group of key Clients providing Financial Advisory Services to the customers and offering HNI 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 ( Mutual Funds, LI, GI )
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Branch Relationship Manager | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Gujarat 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.
