Job Description

• The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch
• It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice
• Role will closely collaborate with Cross sell team and Product teams for the same
• This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship
• It includes working with the client to help them make the right financial decisions by providing them with information about financial products

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.