27/09/2019
Urgent Openings for Branch Relationship Manager for Equitas Small Finance Bank at Bhopal Location.
Experience: 6-12 Years
CTC: Upto 7.5 Lacs
Job Description – Branch Relationship Manager Designation: Branch Relationship Manager Grade: Deputy Manager/ Manager Legal Entity: Equitas Small Finance Bank Business Unit: Retail Banking Division: Liabilities Department: Liabilities Travel required: Yes/No (if Yes, please mark ->) Yes Level of travel: Limited Level: Individual Document Sensitivity
Org structure: (Please use the below format to highlight one level supervisor, peer levels and reporting levels). Green colour indicates the role for which the role description is prepared)
Purpose of the role: • Acquire high value new to bank customers (focus HNI/ Trusts / Institutions) through industry best pricing offered by Equitas • Manage relationship with existing set of clients mapped by the Bank in order to enhance value • To aggressively cross sell investment and insurance products using Offline/ Digital platform of Equitas • Build liability book for himself and for the Bank Key Responsibilities: 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided by Equitas in order to enhance wallet share 4. Sharp ex*****on of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle the service requirement of customers are taken case in a prompt and pro-active manner 7. Provide regular feedback to Branch / Head Office team for improved customer relationship management at Equitas 8. The position is on Quarterly Incentive Program outcome of which is dependent on achievement of laid down targets
Interested Candidates can send their CV on [email protected] or call on (9513986022).
Also, send the following details:
Current Company:
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Current CTC:
Exp. CTC:
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Best Regards
Suman Yadav
Associate Consultant
Awnics Technology Pvt Ltd.
[email protected] (9513986022)
