Branch Relationship Manager - Bank

Job Description :

- Handling a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services

- It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management

- Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing

- Designing Portfolio for investments on the basis of risk profile of customers using various applications

- 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