The role will be responsible for managing branch operations of 4 to 5 branches, including coordination with both front end and back end operations teams and support functions for ensuring smooth service delivery to customers ...
Role Purpose: Relationship Management with the Ultra HNI clients by offering a wide range of Private Banking / Wealth Management products and enhancing the existing Portfolio Responsibilities- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct
1.Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product
customers in the territory 6. Account Management for Large and Premium accounts 7. Organizing effective BTLs activities create funnel and provide product demos 8. To appoint, manage & drive / motivate and generate business through channel partners 9. Reporting and MIS for Funnel management through