Overview
Manage and grow a portfolio of consumer banking customers in a branch relationship manager role, providing tailored financial solutions and wealth management advice.
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: New Gaddiannaram, Hyderabad.
- Job: Product Sales.
- Schedule: Regular.
- Employee status: Full time.
Read the full description and apply on the company’s own careers page.