Job Description
Key Responsibilities:
Develop and manage banking relationships to drive growth in liabilities and investments.
Expand client portfolios through superior service delivery.
Identify revenue opportunities and grow the portfolio accordingly.
Achieve sales targets across various product lines.
Offer a range of consumer and commercial banking products to clients.
Increase CASA balances through account deepening or new acquisitions.
Drive higher product penetration to increase wallet share.
Customer Engagement:
Engage with each mapped relationship regularly to maintain portfolio quality.
Act as the first point of contact for service and sales satisfaction.
Investment Advisory:
Provide financial planning and investment advisory services to clients.
Generate fee-based income through the sale of mutual funds, investments, and insurance products.
Process and Audit:
Ensure all sales activities and client interactions are recorded as per organizational processes.
Conduct detailed client profiling to capture business opportunities.
Adhere to internal processes, compliance, and audit standards.
Required Skills:
Strong relationship management skills.
Excellent communication and interpersonal skills.
Ability to work in a team environment.
Knowledge of banking products and services.
Financial planning and investment advisory skills.
Benefits:
Competitive salary and benefits package.
Opportunities for career growth and professional development.
Collaborative and dynamic work environment.
Others:
We are an equal opportunities employer.
We offer flexible working arrangements.
We provide ongoing training and support.
Develop and manage banking relationships to drive growth in liabilities and investments.
Expand client portfolios through superior service delivery.
Identify revenue opportunities and grow the portfolio accordingly.
Achieve sales targets across various product lines.
Offer a range of consumer and commercial banking products to clients.
Increase CASA balances through account deepening or new acquisitions.
Drive higher product penetration to increase wallet share.
Customer Engagement:
Engage with each mapped relationship regularly to maintain portfolio quality.
Act as the first point of contact for service and sales satisfaction.
Investment Advisory:
Provide financial planning and investment advisory services to clients.
Generate fee-based income through the sale of mutual funds, investments, and insurance products.
Process and Audit:
Ensure all sales activities and client interactions are recorded as per organizational processes.
Conduct detailed client profiling to capture business opportunities.
Adhere to internal processes, compliance, and audit standards.
Required Skills:
Strong relationship management skills.
Excellent communication and interpersonal skills.
Ability to work in a team environment.
Knowledge of banking products and services.
Financial planning and investment advisory skills.
Benefits:
Competitive salary and benefits package.
Opportunities for career growth and professional development.
Collaborative and dynamic work environment.
Others:
We are an equal opportunities employer.
We offer flexible working arrangements.
We provide ongoing training and support.
💡 Quick Summary
Seeking a career-building opportunity? The Strategic Banking 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.
