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CASA Relationship Manager

1 month ago

Morbi, India Waytogo Consultants Full time

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Responsibilities

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.

Ensures high levels of customer service orientation and application of bank policy.

Cross sells existing bank products to customers.

Informs customers of new products or product enhancements to further expand the banking relationship.

Plans and conducts special sales initiatives and events for prospective and existing clients.

Coordinates with other group companies to provide seamless access to other products.

Maintains complete relationship record for assigned customer accounts.

Tracks customer complaints/queries and turnaround times for customer satisfaction

NISM & IRDA Certifications are Mandate.


Qualifications


  • 4-6 years' of client relationship experience
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills

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