Key Responsibilities
Acquisition of recent Customers and Increase book size.
Establish smooth relationships with new & existing clientele to generate current business and to solicit referrals Domestic and NR.
Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
Responsible for catering the investment needs of clients by providing them research based advises.
Interfacing all queries of Clients and understanding their investment needs.
Manage portfolios of clients and offer them investment solutions.
Investment Advisory to new and existing Clients and achieve revenue targets monthly.
Promote high quality sales, supply and customer service processes
Provide Market Feedback( Recent Product, Pricing, Competitor’s Activity, etc.)
📌 We Are Hiring Branch Relationship Manager Portfolio Rajapalayam
🏢 equitas small finance bank
📍 Rajapalayam
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