Exclusive Relationship Manager - Bank

Job Description

Head - Relationship Banking - Exclusive Clients - X Sell

- Manage a team of Exclusive Relationship Managers - Cross Sell.

- Accountable for managing the Retail, Wholesale and Investment business of Entire branch and Channel.

- Recruiting, training, guiding Relationship Managers on the entire bouquet of Bank products and equipping them with the required knowledge, skills to ensure successful sales and achievement of Channel targets across Retail, Wholesale and Investment businesses.

- Comprehensive Tax Planning, Investment and Portfolio advice, Financial planning for HNW customers.

- Wealth Management of clients by conducting detailed Financial Planning and subsequently suggesting a product mix of Equities, Structured Products, Mutual Funds, Insurance, Fixed Deposits, RBI Bonds, Capital Gains Bonds as per the Client needs.

- Provide effective solutions to corporate for Business Banking, Working Capital Requirement and Financing Solutions Advisory

- Engaging HNW customers through Joint calls with Relationship Managers.

- Ensuring penetration of all the income generating products of the bank by increasing thrust on cross sell and ensuring maximum products are held by the bank customers.

- Ensuring the achievement of Targets by the Relationship Managers