Officer , Branch Relationship Manager, Current Account, Consumer Banking Group

Overview

Manage and grow a portfolio of consumer banking customers through tailored financial solutions and wealth management advice in a branch relationship manager role.

What you'll do

• Manage and grow a portfolio of consumer banking customers by providing tailored financial solutions and wealth management advice.
• Acquire new customers and deepen existing relationships through proactive relationship management and financial planning services.
• Promote and cross-sell a comprehensive range of financial products, including wealth, investment, and insurance solutions, to meet customers' financial goals.
• Achieve individual sales and business targets while maintaining high standards of service quality.
• Ensure strict compliance with all regulatory requirements, operational risk guidelines, and internal bank policies.
• Collaborate with branch team members and product specialists to deliver a seamless and holistic customer experience.

What you'll need

• Bachelor's degree or equivalent professional qualification in a relevant field.
• Proven experience in relationship management, financial advisory, or sales within the consumer banking sector.
• Strong knowledge of wealth management products, investment instruments, and financial market trends.
• Excellent interpersonal and communication skills with a customer-centric mindset.
• Results-oriented individual with a track record of meeting sales and business targets.
• Relevant regulatory certifications and licenses required for financial advisory and insurance sales.

Details

• Location: Ashok Vihar, Delhi.
• Job: Product Sales.
• Schedule: Regular.
• Employee status: Full time.