Senior Officer Branch Relationship Manager Consumer Banking Group
This branch-based relationship management role focuses on acquiring and upgrading affluent clients, growing assets under management, deepening wallet share, cross-selling banking products, activating digital channels, managing customer relationships, resolving queries, and ensuring regulatory compliance and due diligence.
Responsibilities
- Acquire and upgrade quality clients in branch location areas
- Establish, manage, and grow assets under management
- Retain existing customers and deepen wallet share
- Achieve monthly and annual volume and revenue objectives
- Activate e-channels and grow savings books
- Implement product strategies through relationship management
- Cross-sell and up-sell banking products and services
- Resolve customer queries and complaints within agreed turnaround times
- Coordinate with service and product teams
- Ensure internal and regulatory compliance
- Perform due diligence during client onboarding
Requirements
- Minimum 5 years of experience in a reputed bank
- Proficiency in banking products
- In-depth knowledge of the local market and competition
- Graduate with 10+2+3 years of education
- Strong relationship management skills
- Knowledge of banking products and services
- Understanding of AML and KYC requirements
- Due diligence experience
- AMFI, IRDAI, or FEDAI certification with BCSBI certification is an added advantage