Branch Relationship Manager - CASA - Mumbai

Mintskill HR Solutions LLP; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

A financial services provider in Mumbai is seeking a Branch Relationship Manager to handle a portfolio of HNI customers. The role involves cross-selling products based on customers' needs and building rapport with clients. Key qualifications include a graduation degree, various financial certifications, and a minimum of 3 years of relevant experience in banking or wealth management. Competitive candidates will possess solid sales and communication skills and a thorough knowledge of banking products and current financial trends.

Qualifications

• Minimum 3 years of experience in banking or related fields.
• NISM V-A, IRDA, NCFM certifications preferred.
• Exposure to banca insurance or wealth management encouraged.

Responsibilities

• Manage a portfolio of HNI customers and cross-sell products.
• Maintain quality parameters of the portfolio.
• Achieve monthly and yearly revenue targets.
• Achieve monthly and yearly revenue targets.
• Maintain portfolio quality and hygiene.

Skills

Sales and Influencing Skills

Banking Product & Process Knowledge

NRI Product and Regulatory Knowledge

Planning and Organizing Skills

Communication

Knowledge of Competition & Current Trends

Education

Graduation/Post-Graduation

Job description

Branch Relationship Manager - CASA - Mumbai

• 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

• Educational Qualifications: Graduation/Post-Graduation
• Certifications:
  • NISM V-A Certification
  • IRDA Certification
  • NCFM Certification (Optional)
  • CAIIB (Optional)
  • Internal Certification
  • GI certification
• Key Skills:
  • Sales and Influencing Skills
  • Banking Product & Process Knowledge
  • NRI Product and Regulatory Knowledge
  • Planning and Organizing Skills
  • Communication
  • Knowledge of Competition & Current trends in financial Industry.
• Experience Required:
  • Minimum experience in years – 3 Years
  • Exposure to banking, Banca insurance, Wealth Management are encouraged to apply