Role & responsibilities
Manage overall branch operations, sales, and business targets.
Lead and manage a team of Relationship Managers and sales staff.
Drive acquisition and growth of CASA, liabilities, assets, and investment business.
Handle and promote wealth products for HNI / Affluent customers.
Build and maintain solid relationships with high-value customers.
Cross-sell products such as Mutual Funds, Insurance, FD/RD, Bonds, PMS/AIF, and other investment products.
Monitor team performance, productivity, and achievement of business targets.
Generate recent business through customer acquisition and market activities.
Ensure compliance with banking policies, KYC, and regulatory requirements.
Conduct regular team reviews, coaching, and performance monitoring.
Candidate Requirements:
Graduate in any discipline; MBA/PGDM preferred.
5+ years of relevant Banking/BFSI experience.
Minimum 2 years of team-handling experience is mandatory.
Strong experience in wealth management / investment products.
Exposure to HNI/Affluent customer handling preferred.
Strong leadership, sales, relationship management, and communication skills.
Target-oriented with positive business acumen.