Job Description

Job Title : Select Relationship Manager (Branch Banking)Location : Pan MumbaiSalary Budget : Up to 9 Lakhs per annumExperience : Up to 5 yearsResponsibilities :- Customer Relationship Management : Build and maintain strong relationships with high net-worth customers, understanding their financial needs and providing personalized banking solutions.- Sales and Revenue Generation : Achieve sales targets for various banking products and services including deposits, loans, insurance, and investments. Proactively identify opportunities to upsell and cross-sell to existing customers.- Financial Advisory : Provide expert financial advice and guidance to customers, assisting them in making informed decisions related to wealth management, retirement planning, and investment strategies.- Portfolio Management : Manage a portfolio of high net-worth clients, ensuring their financial objectives are met and addressing any concerns or queries they may have in a timely and professional manner.- Compliance and Risk Management : Ensure compliance with regulatory requirements and internal policies and procedures. Conduct thorough risk assessments for new and existing customers, mitigating potential risks to the bank.- Market Research and Analysis : Stay updated on market trends, economic developments, and competitor offerings to provide relevant insights and recommendations to clients.- Team Collaboration : Collaborate with internal teams such as product specialists, wealth managers, and operations to deliver exceptional service and support to clients.- Performance Reporting : Prepare regular reports on sales performance, customer feedback, and market insights, providing actionable recommendations for improvement.- Continuous Learning and Development : Stay abreast of industry developments, participate in training programs, and continuously enhance knowledge and skills related to banking products, services, and financial markets.Qualifications :- Bachelor\'s degree in Finance, Business Administration, Economics, or related field.- Minimum of 2-5 years of experience in retail banking, wealth management, or financial advisory roles.- Strong sales acumen with a proven track record of meeting or exceeding targets.- Excellent communication, interpersonal, and negotiation skills.- Sound understanding of financial products and services, investment strategies, and regulatory requirements.- Ability to work independently and as part of a team in a fast-paced environment.- Relevant certifications such as NISM Series-V-A : Mutual Fund Distributors Certification or NISM-Series-X-A: Investment Adviser (Level 1) Certification would be an advantage.This job description outlines the primary responsibilities and qualifications for the Select Relationship Manager role in Branch Banking. The successful candidate will play a crucial role in driving sales, fostering customer relationships, and contributing to the overall success of the branch and the bank. (ref:updazz.com)

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