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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 Manager-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
BranchesAcrossIndia
Date Posted: 26/11/2024
Job ID: 101508931
Venpa Staffing Services is lead by a team of professionals with a foremost focus of giving the best Recruitment Services in all verticals over a decade of experience in the HR Industry..
Even Though in Our screening processes, we take time to evaluate and select the right candidates for the position as well as for your organization; drawing on a discriminating and vast pool of top talent. We ensure the Client that they have access to the Leading Professionals in Key technology fields.
At Venpa Staffing Services, we practice Day-to-Day simple methodologies to ensure timely & successful work force delivery by uunderstanding client and candidate requirements, which is the key factor in providing the perfect match.
Venpa Staffing Services is Keen in assisting their Client’s in their Executive Search /assessment of potential candidates. Quality Centralized data bank compiled through years of research, networking in the industry and innovative “internet search� practices, etc
