Senior Officer, Branch Relationship Manager, Current Account, Consumer Banking Group
Core
Manage and grow a portfolio of affluent retail clients by providing comprehensive financial advisory services including wealth management, investment, and insurance solutions.
Role type
Senior IC relationship manager (consumer banking)
Builds
Long-term client relationships and branch revenue
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, Financial advisory, Sales target achievement, Regulatory compliance, Client service, Product knowledge (mutual funds, treasury, life insurance), Negotiation
Preferred skills
Analytical skills, Problem-solving
Technologies
N/A
Responsibilities
Manage and grow a portfolio of affluent retail clients, Provide comprehensive financial advisory services, Achieve individual sales and revenue targets, Ensure strict compliance with regulatory guidelines, Deliver exceptional customer service, Collaborate with product specialists and branch team members
Seniority
Senior, hands-on IC