09 Sep
|
HEADCOUNTS HR
|
Bengaluru
09 Sep
HEADCOUNTS HR
Bengaluru
Role & responsibilities
- For wealth relationship manager: Acquire new customers and manage existing relationships.
- Drive CASA, Savings Accounts, Current Accounts and Term Deposits/FDs.
- Cross-sell Mutual Funds, SIPs, Life/Health/General Insurance, Credit Cards and Investment Products..
- Drive customer portfolio growth, revenue and fee-based income.
- Manage leads, customer engagement and achieve monthly/annual sales targets.
- For Branch Sales Manager: lead and monitor the branch sales team and drive overall branch business.
- Ensure excellent customer service, KYC/process compliance and customer retention.
Preferred candidate profile
- Graduate/MBA with relevant banking or financial services experience.
- Robust sales, relationship management and customer acquisition skills.
- Experience in CASA, wealth products, insurance, mutual funds or retail loans preferred.
- Good communication, networking and team-handling skills.
📌 Wealth Relationship manager/ Branch Sales Manager (Bengaluru)
🏢 HEADCOUNTS HR
📍 Bengaluru