Job Description
• A Banking Relationship Manager is primarily responsible for providing financial solutions to the HNI customers and ensuring value added services.
• Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
• Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.
• Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.
• Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.
• Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
• Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.
• Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.
• Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Relationship Manager |Deputy position is now open for candidates interested in the Bank Jobs sector. This role in Kochi 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.
