Branch Manager Hni Banking

Year    Pune, Maharashtra, India

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

  • Job Id
    JD3204432
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pune, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year