GRADE - Manager/ Senior Manager
We are looking for energetic candidates to join our branch banking team. The role would lead customer service, cross-sell and premium customer acquisition for the branch. He/ She must be innovative and good at relationship building with excellent communication skills.
JOB ROLE :
- 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
JOB REQUIREMENTS :
- Education: Graduate/ Post-graduate (MBA Preferred)
- Service orientation with a customer first approach
- Superior organizational and communication skills
- Strong process adherence and orientation towards following laid down service protocol
- Sound knowledge on retail banking products.
- Impeccable sense of ethics and integrity
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