Relationship Manager | CASA

3 weeks ago


Vadodara, India Waytogo Consultants Full time
  • Deepening Existing Relationships: Enhance service levels and offer tailored solutions to current clients to increase their investment in your products.
  • New Client Acquisition: Develop and implement strategies to attract new clients, such as targeted marketing campaigns, networking events, and referral programs.
  • Identify Opportunities: Analyze client portfolios to identify gaps where additional products could meet their needs.
  • Integrated Solutions: Offer bundled services (e.g., combining business banking with investment products) to create comprehensive financial solutions.
  • Targeted Acquisition: Focus on high-net-worth individuals and businesses that align with your ideal client profile.
  • Personalized Approach: Use a consultative approach to understand their unique needs and offer tailored solutions.
  • Client Segmentation: Develop strategies for different client segments (businesses, residents, NRIs) and tailor your approach accordingly.
  • Ongoing Management: Build strong relationships through regular communication and personalized service.
  • Cross-Sell Strategies: Regularly review client portfolios to identify opportunities for additional product sales.
  • Enhance Client Loyalty: Use loyalty programs or incentives to encourage clients to engage with more of your products.
  • Need candidate based in Vadodara.


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