Agra | Retail Branch Banking | Relationship Manager

Role & responsibilities

Personal Banker-

- Actively participate in Branch operations and sales equally to ensure Branch sales

target are met.

- Promote and sell banking products such as Current Accounts, Saving Accounts, Life

Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed

Deposits.

- Achieve assigned sales targets by proactively identifying opportunities to cross-sell and

promoting banking products to existing and potential clients

- Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a

satisfactory customer experience.

Preferred Relationship Manager-

- Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly

balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.

- Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth.

- Review and access the clients portfolio, to align basis market condition and client objective.

- Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.

- Generate leads through Catchment Working, Referrals and Working on the internal databases