Branch Relationship Manager

We are seeking a Branch Relationship Manager to manage relationships with high-net-worth individuals ( HNIs ) and drive business growth. You will be responsible for acquiring new clients, identifying opportunities to cross-sell wealth products, and collaborating with internal teams to resolve customer queries. This role requires a strong understanding of retail liabilities and market trends to provide tailored solutions and meet organizational targets.

Roles & Responsibilities :

• Client Relationship Management : Manage relationships with high-net-worth individuals ( HNIs ) to acquire new clients and grow existing ones.
• Sales & Cross-Selling : Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, and Insurance to increase revenue.
• Product Knowledge : Develop and maintain a strong understanding of the retail liabilities business to provide tailored solutions to customers.
• Customer Service : Collaborate with internal teams to resolve customer queries and issues related to banking services.
• Market Analysis : Analyze market trends and competitor activity to stay ahead in the market.

Skills Required :

QUALIFICATION :

Skills Required

CASA Sales, Hni Client Handling, Portfolio Management, Communication Skills, Relationship Management, Supervision