Team Lead at Abacus Consultancy Services India Pvt Ltd
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Branch Relationship Manager - Sales - Bank (5-8 yrs)
- 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
- 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
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