Branch Relationship Manager - Andhra

Mintskill HR Solutions LLP; Hyderabad; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A financial services firm seeks an experienced professional to manage a portfolio of high net worth individuals in Hyderabad. This role involves cross-selling various banking and third-party products based on customer needs and maintaining strong relationships to achieve revenue targets. Candidates should have a graduate degree, preferably in management, and demonstrated skills in customer relationship management and product knowledge. This position is expected to enhance the overall value of the customer portfolio.

Qualifications

• Strong relationship-building skills with high net worth individuals.
• Ability to cross-sell banking and third-party financial products.
• Graduate with a focus on management preferred.

Responsibilities

• Manage a portfolio of high net worth customers and cross-sell products.
• Maintain customer interactions to build trust and understand needs.
• Achieve revenue targets as defined within the portfolio.

Skills

Customer relationship management

Product knowledge

Sales skills

Education

Graduate degree, preferably in Management

Job description

• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
  
• Liability Product selling, education on product features
  
• Acquire new customers through referrals from existing customers who meet product criteria
  
• Regular interaction with the customer to build rapport to understand and update the profile.
  
• Enhance the Overall value/book size of the portfolio
  
• Maintain the overall quality / hygiene parameters of the portfolio
  
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
  
• Joint calls being done along with Supervisor as per defined process
  
• Advisory services to be offered based on the customers requirement.
  
• Attrition control of customers
  
• Achieving MTD and YTD Revenue Targets
  
• Achievement of income plans and other benchmarks within portfolio
  

Requirements

• Graduate preferably Management Graduate.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.