Posted By

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Sneha Tembhare

Senior HR Recruiter at SBES Pvt Ltd

Last Login: 24 January 2024

Job Views:  
135
Applications:  41
Recruiter’s Activity:  1

Job Code

1337198

Branch Manager - HNI - Banking

6 - 8 Years.Pune
Posted 6 months ago
Posted 6 months ago

Urgent Hiring for Branch Manager-Branch Banking_Pune

Roles and Responsibility:

- Monitor and address HNI clients banking and Investment requirements

- Sourcing of New-to-Bank HNI customers through market combing and referencing from existing clients

- Sourcing High value CASA, MAMC and Special'e accounts to achieve New acquisition values

- Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries for all managed clients within TAT specified

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Posted By

user_img

Sneha Tembhare

Senior HR Recruiter at SBES Pvt Ltd

Last Login: 24 January 2024

Job Views:  
135
Applications:  41
Recruiter’s Activity:  1

Job Code

1337198

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