Branch Relationship Manager Hiring Near Me

About the job

Branch Relationship Manager – Bank

List The Primary Deliverables

Key/Primary Responsibilities of the Role

• Handling a group of key Clients providing Financial Advisory Services to the customers and offering 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

Secondary Responsibilities

• List the deliverables other than primary, but essential for the role
• Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank
• Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its
• Implementation to improve overall operational efficiency
• Collaborate with other branch departments and functions to provide products and service offerings to the customer.

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