BUSINESS RELATIONSHIP MANAGER

Dear Candidate,

Greetings from VENPA staffing services

As per Our discussion, I am sharing you the JD for your reference.

Role Description

Designation:Branch Relationship ManagerGrade:DM/M

Purpose of the role:

Generate potential New to Bank Customersand identify opportunities for greater profits

Fostering strong relationships with existing set of customers mapped and to offer them best investment solutions.

Build Book of potential Customers for himself and for the Bank

Key Responsibilities:

1. Acquisition of new Customers and Increase book size.
2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals.
3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
4. Responsible for catering the investment needs of clients by providing them research based advises.
5. Interfacing all queries of Clients and understanding their investment needs.
6. Manage portfolios of clients and offer them investment solutions.
7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.
8. Promote high quality sales, supply and customer service processes
9. Provide Market Feedback( New Product, Pricing, Competitor's Activity, etc.)

Kind Regards,

Monisha H

TAG

Mobile: +91-9884334935 | Desk: 0427-4030202

Toll Free: 1800 270 9393 | www.venpastaffing.com

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