Branch Manager Hni Banking
Job Description
Urgent Hiring for Branch Manager-Branch Banking_Pune
Roles and Responsibility:
- Monitor and address HNI clients banking and Investment requirements
- Sourcing of New-to-Bank HNI customers through market combing and referencing from existing clients
- Sourcing High value CASA, MAMC and Special\'e accounts to achieve New acquisition values
- Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries for all managed clients within TAT specified
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Job Detail
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Job IdJD3204432
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPune, Maharashtra, India
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EducationNot mentioned
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ExperienceYear