Senior Officer, Branch Relationship Manager, Consumer Banking Group
Core
Acquire and engage high-net-worth individual clients (AUM >= INR 1M) to drive volume, revenue, and product penetration through cross-selling and up-selling.
Role type
Senior IC branch relationship manager (consumer banking)
Builds
Retail banking products and services for individual consumers
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Relationship management, client acquisition, cross-selling, up-selling, regulatory compliance (KYC/AML), risk review, product knowledge, customer service, result orientation
Preferred skills
MBA, AMFI/IRDAI/FEDAI/BCSBI certifications, wealth management knowledge
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade clients to Treasures segment, deepen wallet share via retention and growth, achieve monthly/annual revenue objectives, activate e-channels, ensure regulatory compliance and due diligence, resolve customer complaints, coordinate with internal teams for product delivery
Seniority
Senior Officer, hands-on IC