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Branch Relationship Manager @ Acura Solutions.

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 Branch Relationship Manager

Job Description

    Roles and Responsibilities:

    Primary Responsibilities:  

    • Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
    • It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
    • Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
    • To Enhance & Retain customer profitability by capturing larger share of Wallet.
    • Ensuring compliance with branch SOP and control in sales and service.
    • Deepen the relationship by cross selling Banks Products.

    Secondary Responsibilities: 

    • Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
    • Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
    • Collaborate with other branch departments and functions to provide products and service offerings to the customer.

    Education Qualification: 

    Graduation: Any Graduate 

    Experience: 5+ years of relevant experience in Banking or allied Business.

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Pre-Sales
Functional Area: Not Specified
Role/Responsibilies: Branch Relationship Manager

Contact Details:

Company: Acura Solutions.
Location(s): Ahmedabad

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Keyskills:   sales hni client handling hni sales

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₹ 4 to 9 Yr

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Acura Solutions.

Company Details Acura Solutions