Senior Branch Relationship Manager

Year Pune, Maharashtra, India

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A Branch Relationship Manager is primarily responsible for providing financialsolutions to the HNI customers and ensuring value-added services.
Developing new and expanding existing High Net Worth customer relationship for liabilities by sourcing customers.
Source new bank customers through external individual efforts and acquisition channel.
Cross sells bank products to existing set of branch customers which are mapped.
Informs customers of new products or product enhancements to further expand the banking relationship.
Maintain complete relationship record for assigned customer accounts.
Responsible for increasing liabilities size of relationship via balances in accounts ofexisting customers and enhancing customer profitability by capturing a larger share ofwallet.
Responsible for deepening the existing relationships by cross-selling of Bank's productsand Services/third-party investment products
Increasing customer engagement through other non-investment products like Forex,Remittances, Loans, etc. to the new and existing customers.
Ensuring that the customers are sufficiently educated/ leveraged on the bestfinancial solutions

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