Branch Relationship Manager

Job Description:

Job Title - Branch Relationship Manager
Place of work - Mumbai
Business Unit - Retail Banking    
Function -Branch Banking
Job Purpose - The role entails scaling up the Retail Banking business for the bank
by leading customer service, cross-sell and premium customer acquisition for the
branch. It also entails developing constructive relationships with key local clients and
working closely with them to boost volume of business by establishing a strong
foundation with them as their financial partner of choice. Role will
closely collaborate with Cross sell team and Product teams for the same. This role
encapsulates the responsibility of owning the customer experience at the branch
and deepening the relationship. It includes working with the client to help them make
the right financial decisions by providing them with information about financial
products.
Roles and Responsibilities:
 Handling a group of key Clients providing Financial Advisory Services to the
customers and offering Portfolio Investment Services 
 It also includes use of applications actively for designing product suitability
matrix, financial planning for the customers
 Acting as an interface between the bank and its key customers to
provide complete Banking Solutions, Portfolio Management, Wealth
Management and customer servicing.
 To Enhance & Retain customer profitability by capturing larger share of Wallet
 Ensuring compliance with branch SOP and control in sales and service
 Deepen the relationship by Cross selling Banks Products
Secondary Responsibilities: 
 Maintain excellent relations with local dealers to help source clients to expand
reach and brand of the bank
 Evaluate the feasibility of new initiatives in offering, channel & process point of
view and ensure its implementation to improve overall operational efficiency.
 Collaborate with other branch departments and functions to provide products
and service offerings to the customer
Key Success Metrics:
NTB acquisitions, Volume per client, customer share of wallet, share of customer
wallet.