Branch Relationship Manager

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial goals and provide personalized investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop sales strategies to meet targets set by the organization, focusing on cross-selling insurance products where appropriate.
• Maintain accurate records of client interactions, transactions, and performance reports.

Job Requirements :

• 0-8 years of experience in banking or finance industry (fresher's can apply).
• Strong understanding of insurance products and services offered by various companies.
• Excellent communication skills for building strong relationships with clients at all levels.
• Ability to work independently with minimal supervision while meeting sales targets.