Branch Relationship Manager - CASA - Bank

Branch Relationship Manager ( CASA ) _ Bank _ Mumbai

- Handling a group of key Clients providing Financial Advisory Services to the customers and offering HNI 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 ( Mutual Funds, LI, GI )