Job Description
• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the customers requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio
Requirements
• Educational Qualifications: Graduation/Post-Graduation
Certifications:
• NISM V-A Certification
• IRDA Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certification
• GI certification
• Key Skills:
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• NRI Product and Regulatory Knowledge
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial Industry.
• Experience Required:
• Minimum experience in years – 3 Years
• Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the customers requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio
Requirements
• Educational Qualifications: Graduation/Post-Graduation
Certifications:
• NISM V-A Certification
• IRDA Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certification
• GI certification
• Key Skills:
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• NRI Product and Regulatory Knowledge
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial Industry.
• Experience Required:
• Minimum experience in years – 3 Years
• Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
💡 Quick Summary
Seeking a career-building opportunity? The Branch Relationship Manager | CASA 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.
