We are hiring for Equitas Small Finance Bank.

Priority Branch Relationship Manager- Equitas Small Finance Bank :

A Priority Branch Relationship Manager at Equitas Small Finance Bank typically plays a crucial role in managing and nurturing relationships with high-value customers, often referred to as priority or premium customers. Here's an overview of the responsibilities and qualifications typically associated with this role:

Responsibilities :

1. Client Relationship Management : Build and maintain strong relationships with high-net-worth individuals and priority banking clients. Understand their financial goals, needs, and preferences.

2. Financial Advisory : Provide personalized financial advisory services, including investment, wealth management, and banking solutions tailored to the client's requirements.

3. Portfolio Management : Manage the investment portfolios of priority clients, ensuring that their investments align with their financial objectives and risk tolerance.

4. Cross-Selling : Identify opportunities to cross-sell various banking and financial products such as savings accounts, fixed deposits, insurance, mutual funds, and other wealth management products.

5. Customer Service : Deliver exceptional customer service to ensure client satisfaction and loyalty. Address client inquiries, resolve issues, and provide timely assistance.

6. Compliance : Stay up-to-date with banking regulations and compliance requirements to ensure all transactions and activities are in compliance with legal and regulatory standards.

7. Target Achievement : Set and meet sales targets for various financial products and services, including revenue and client acquisition goals.

8. Market Research : Stay informed about market trends, economic conditions, and financial products to provide relevant advice to clients.

9. Documentation : Ensure accurate and complete documentation for client transactions and account maintenance.

Qualifications :

1. Education : A Bachelor's Degree

2. Experience : Prior experience in banking, financial services, or wealth management is often required, especially for senior roles.

3. Financial Knowledge : In-depth knowledge of banking products, investment options, financial markets, and regulatory requirements is essential.

4. Customer Focus : Strong customer service skills and the ability to build and maintain relationships with high-value clients are crucial.

5. Communication Skills : Excellent communication and interpersonal skills to effectively interact with clients and team members.

6. Sales and Target Orientation : A track record of meeting or exceeding sales targets is often expected.

7. Analytical Skills : The ability to analyze financial data, understand client needs, and recommend suitable financial solutions.

8. Compliance Awareness : Knowledge of banking regulations and compliance standards is essential to ensure all activities are conducted within legal boundaries.

9. Ethical Conduct : A high level of integrity and ethical conduct is expected, as this role involves handling sensitive financial matters.

10. Adaptability : The financial industry is dynamic, and adaptability to changing market conditions and products is important.

Location : Bathinda

If any candidate interested, can mail me on :

Kiran Bhat
Sr.Hr Recruiter
QSS Global Pvt Ltd

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