Senior Officer Branch Relationship Manager

You will acquire, retain, and deepen relationships with Treasures clients. You will grow assets under management and revenue through needs-based sales, cross-selling, and upselling. You will maintain service standards, resolve client issues, activate digital channels, and follow sales, risk, AML, KYC, and regulatory processes.

Responsibilities

• Acquire and engage clients with assets under management of at least INR 1 million
• Manage client relationships and increase product penetration through cross-selling and upselling
• Acquire and upgrade clients to the Treasures segment
• Grow and retain client assets under management
• Achieve monthly and annual volume and revenue objectives
• Activate e-banking channels and grow Savings Book usage
• Resolve customer queries and complaints within agreed turnaround times
• Ensure compliance with sales processes, risk reviews, AML, KYC, and due diligence requirements
• Coordinate with service, distribution, product, and branch stakeholders

Requirements

• At least 2 years of experience in a reputed bank
• Proficiency in banking products
• In-depth knowledge of the local market and competition
• AMFI, IRDAI, FEDAI, and BCSBI certifications are an advantage
• Graduate qualification

Benefits

• Benefits package