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Ankita

HR at GIPS

Last Login: 11 September 2023

Job Views:  
5524
Applications:  1180
Recruiter Actions:  26

Job Code

1220798

Branch Relationship Manager - Wealth - Bank

1 - 3 Years.Ahmedabad/Bangalore/Chennai/Delhi NCR/Hyderabad/Mumbai/Pune
Posted 1 year ago
Posted 1 year ago

Branch Relationship Manager - Wealth -Top Bank

Role:

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales :

- Achieve the Targets set in terms of product mix.

- Achieve best in class productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management :

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

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Posted By

user_img

Ankita

HR at GIPS

Last Login: 11 September 2023

Job Views:  
5524
Applications:  1180
Recruiter Actions:  26

Job Code

1220798

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