RM's / Portfolio / Wealth / Investment Banking

Role & Responsibilities :

• Manage banking and investment relationships, driving overall growth of liabilities and investment business from branch and retail customers.
• Develop, manage, and expand customer relationships by providing service levels that exceed client expectations in the most important customer segments.
• Identify current and potential relationships with additional revenue potential and grow business volumes to increase share of customer wallet by generating incremental business.
• Achieve sales targets across liabilities, retail assets, business banking, forex, cards, investments, and other products.
• Increase CASA balance in the allocated portfolio through deepening existing relationships or acquiring new customers.
• Prospect and acquire new NRI customers through multiple channels including referrals, networking, and digital platforms.
• Build and maintain strong relationships with NRI clients by understanding their financial goals and offering personalized banking solutions.
• Provide expert advice and guidance on NRI banking products and services such as NRE / NRO accounts, remittances, investments, and wealth management solutions.

Perks and Benefits :

Attractive growth opportunities, conveyance allowance, and joining / confirmation payouts.

Skills Required

Relationship Management, Customer Acquisition, Financial Advisory, Wealth Management, Client Servicing, Portfolio Management